Resurgent Advisors
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 299575
- Registered since
- December 4, 2019
- Website
- resurgentadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.83%
- Individuals28.9%
- Charitable Organizations1.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Resurgent Advisors is a limited liability company operating as an independent SEC-registered investment adviser (registration in 2019). The firm functions as a capital allocator for a mixed client base that includes individual and family clients as well as institutional accounts. Ownership is reported as a combination of a domestic entity and an individual. The firm charges fees by percentage of assets under management and also offers hourly and fixed-fee arrangements. Its advisory capabilities include financial planning, direct portfolio management for individuals and small businesses, portfolio management for institutional and business clients, pension consulting, manager selection, and educational seminars and workshops. Resurgent Advisors does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds41%
- Exchange Traded Equities38%
- US Government Bonds12%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
Owners & executives
3 of 3
George Beylouni
President and CEOCRD 1048465
Kip Caffey
Chief Executive OfficerCRD 1042876
Katherine Decker
Chief Financial OfficerCRD 2592291
Contacts
3 of 9
Matthew Pohlman
Investment AdviserCRD 5653115
Sarah Sutton
Compliance PrincipalCRD 4151257
Daniel Taylor
AdvisorCRD 6739316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$124M in ETFs
72%
$89.5M
12%
$34.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $5.7M | 24,228 | 4.63% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 600 Embassy Row
- Time zone
- ET (UTC-5)
- Office locations
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