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| Happy Holidays!! thanks for using AUM13F!! |
| Resurgent Financial Advisors LLC
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| CRD # | 299575 |
| SEC # | 801-117725 |
| CIK # | 0001912339 |
| AUM | $326.4 M (2025-03-31) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Phone | 770-615-8383 |
| Address | 6300 Powers Ferry Road Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001912339 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.2 | ||
| Apple Inc | 7.9 | ||
| J P Morgan Chase & Co | 5.8 | ||
| Nvidia Corp | 5.1 | ||
| Amazon Com Inc | 3.6 | ||
| Alphabet Inc | 3.3 | ||
| Texas Pacific Land Corp | 2.9 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Home Depot Inc | 2.5 | ||
| Eaton Corp Ltd | 2.2 | ||
| Conocophillips | 2.1 | ||
| iShares Bitcoin Trust | 2.0 | ||
| Johnson & Johnson | 2.0 | ||
| Exxon Mobil Corp | 2.0 | ||
| Quanta Services Inc | 1.7 | ||
| Netflix Inc | 1.5 | ||
| VISA Inc | 1.5 | ||
| Broadcom Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 92.0 |
| (b) Individuals (high net worth individuals) | 86 | 230.3 |
| (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 | 4.0 |
| (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 | 925 | 326.4 |
| By Discretionary | ||
| Discretionary | 813 | 265.8 |
| Non-Discretionary | 112 | 60.6 |
| Total | 925 | 326.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 317.6 | |
| Total | 925 | 326.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912339] | |
| D | [0001912339] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Castleview Partners LLC
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|
TX | 0.3 |
|
Sebold Capital Management Inc
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|
IL | 0.3 |
|
Sykon Capital LLC
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|
NY | 0.3 |
|
Keating Financial Advisory Services Inc
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|
KS | 0.3 |
|
BIP Alliance LLC
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|
GA | 0.3 |
|
National Wealth Management Group LLC
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|
OH | 0.3 |
|
OMNI 360 Wealth Inc
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|
NJ | 0.3 |
|
Fairhaven Financial Advisory Corporation
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|
MI | 0.3 |
|
Eiger Wealth Management LLC
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|
CA | 0.3 |
|
Vista Investment Partners II LLC
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|
IN | 0.3 |