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| Resurgent Financial Advisors LLC
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| CRD # | 299575 |
| SEC # | 801-117725 |
| CIK # | 0001912339 |
| AUM | 354.7 M (2026-05-08) |
| Employees | 20 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-654-0531 |
| Address | 600 Embassy Row Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001912339 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Amazon Com Inc | 3.6 | ||
| Wal Mart Stores Inc | 3.5 | ||
| McKesson Corp | 3.4 | ||
| Eaton Corp Ltd | 3.3 | ||
| Facebook Inc | 3.2 | ||
| Mastercard Inc | 3.1 | ||
| Conocophillips | 2.8 | ||
| Stryker Corp | 2.8 | ||
| Chevron Corp | 2.7 | ||
| Currencyshares Euro Trust | 2.5 | ||
| Grainger W W Inc | 2.4 | ||
| Intuit Inc | 2.4 | ||
| Quanta Services Inc | 2.0 | ||
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| 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) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Stolper Company LLC
✚
|
OK | 356.3 M |
|
Armor Investment Advisors LLC
✚
|
NC | 356.0 M |
|
Hanover Advisors Inc
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|
SC | 354.9 M |
|
Wealth Advisors Northwest LLC
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|
OR | 354.3 M |
|
Cayside Partners LLC
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FL | 353.0 M |
|
JDM Financial Group LLC
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|
352.8 M | |
|
Elysium Wealth Management LLC
✚
|
UT | 352.3 M |
|
Innovative Advisory Partners LLC
✚
|
TN | 352.1 M |
|
RT Jones Capital Equities Management Inc
✚
|
MO | 351.8 M |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 351.1 M |