ADVISOR RESOURCE COUNCIL
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 164109
- Registered since
- June 1, 2012
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.82%
- Individuals42%
- Pension & Profit Sharing Plans3.27%
- Charitable Organizations0.5%
- Corporations / Businesses0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Advisor Resource Council is an independent, SEC-registered registered investment adviser organized as an LLC and in operation since 2012. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of outside advisers. The firm also operates as an insurance broker and charges clients via asset-based fees as well as hourly and fixed-fee arrangements. Advisor Resource Council was included on Forbes’ Top RIA lists in both 2023 and 2024. The adviser does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities19%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 6DOUGLAS HEAGREN
Founder and CEOCRD 5020860
PAUL BENGE
Chief Investment OfficerCRD 1526840
SARAH PAIS
Chief Executive OfficerCRD 5182838
Contacts
3 of 78Nicholas Moore
Senior TraderCRD 6516853
Shawn Clagg
Investment Advisor RepresentativeCRD 7451096
LAURA ENGLISH
Client ServicesCRD 6113069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 168Active vs passive
$242M in ETFs
89%
$215M
9%
$26.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $49.8M | 76,624 | 20.61% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 15110 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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