Resurgent Financial Advisors LLC

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Assets, Funds, Holdings

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Resurgent Financial Advisors LLC
CRD #299575
SEC #801-117725
CIK #0001912339
AUM 354.7 M (2026-05-08)
Employees 20 (50% Investors, 0% Brokers)
Phone404-654-0531
Address600 Embassy Row
Atlanta, GA 30328
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4503602701809002010201520212027
Sector Form 13F Holdings Value ($M)
Alphabet Inc 12.7
Nvidia Corp 12.3
Microsoft Corp 12.2
Apple Inc 11.2
Johnson & Johnson 4.8
J P Morgan Chase & Co 4.8
Visa Inc 4.5
Lilly Eli & Co 4.4
Broadcom Inc 3.9
Texas Pacific Land Corp 3.8
View All
Holdings by Sector ($M)
3002401801206002020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 297 102.5
(b) Individuals (high net worth individuals) 82 247.7
(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 0 0.0
(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 913 354.7
By Discretionary
Discretionary 826 310.7
Non-Discretionary 87 44.0
Total 913 354.7
By Non-United States Persons
Non-United States Persons 9.6
United States Persons 345.1
Total 913 354.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001912339]
D [0001912339]
Firm Profile (Form ADV)
ServesInstitutional, Retail, Research
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