RESURGENT ADVISORS

RIASEC RegisteredEst. 2019
Total AUM
$355M
Discretionary
$311M
88% of AUM
Avg account
$388K
Accounts
913
Employees
20
Advisory reps
13

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

FINTRX

Overview

Resurgent Advisors is an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 2019 and offers a mix of advisory services that include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting support, and client education through seminars and workshops. Its billing arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Resurgent does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Exchange Traded Equities 38%, US Government Bonds 12%, Cash & Cash Equivalents 7%, State & Local Bonds 1%, Other 1%41%
  • Public Funds/Mutual Funds41%
  • Exchange Traded Equities38%
  • US Government Bonds12%
  • Cash & Cash Equivalents7%
  • State & Local Bonds1%

Owners & executives

3 of 3

  • KIP CAFFEY

    Chief Executive OfficerCRD 1042876

  • GEORGE BEYLOUNI

    President and CEOCRD 1048465

  • KATHERINE DECKER

    Chief Financial OfficerCRD 2592291

Contacts

3 of 10

  • William Griffin

    Registered Investment AdvisorCRD 3111804

  • GEORGE PERROS

    Financial AdvisorsCRD 1090014

  • ADAM HILL

    Senior Vice President, Portfolio ManagementCRD 4436698

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 135

Active vs passive

$107M in ETFs

Passive

75%

$80.7M

Active

13%

$26.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$5.1M7,8464.77%
Unlock additional holdings →

Location

Primary office

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

Similar firms

MAESTRIA PARTNERS LLC

RIA

Atlanta, GA

AUM $350MTEAM 2REPS 2

BIP CAPITAL MANAGEMENT SERVICES, LLC

RIA

Atlanta, GA

AUM $345MTEAM 6REPS 4

REGIMEN WEALTH, LLC

RIA

Atlanta, GA

AUM $365MTEAM 6REPS 6

DAI WEALTH, LLC

RIA

Atlanta, GA

AUM $330MTEAM 40REPS 27

RED TORTOISE

RIA

Atlanta, GA

AUM $382MTEAM 4REPS 4

LEVEL 5 CAPITAL PARTNERS, LLC

RIA

Atlanta, GA

AUM $327MTEAM 11REPS 4
More RIAs in Atlanta →All Georgia RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth