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| Keyboard |
| Resource 1 Inc
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|---|---|
| CRD # | 115816 |
| SEC # | 801-123616 |
| CIK # | |
| AUM | 132.7 M (2026-03-04) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 757-616-0600 |
| Address | 999 Waterside Dr Norfolk, VA 23510 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 23.2 |
| (b) Individuals (high net worth individuals) | 46 | 80.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 24.9 |
| (h) Charitable organizations | 2 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 132.7 |
| By Discretionary | ||
| Discretionary | 116 | 132.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 132.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.7 | |
| Total | 116 | 132.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
|
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|
Lifecapital Partners LLC
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NY | 133.2 M |
|
Jacobs Equity
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UT | 133.2 M |
|
Kanos Capital Management LLC
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Family Financial Group
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|
Safran Wealth Advisors LLC
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|
Truadvisors Financial LLC
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|
FL | 132.7 M |
|
Wells Financial Management LLC
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|
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|
Geremia Financial Services LLC
✚
|
NJ | 132.2 M |
|
Middle Street Capital LLC
✚
|
NH | 132.1 M |