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RESOURCE MANAGEMENT SERVICE, LLC
CRD 130791File 801-62919
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.92B
Top 25% of cohort (national)
Discretionary AUM
$1.59B
Non-discretionary $4.32B
Clients
5
14 accounts
Employees
149
Top 10% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 20, 2004
- Principal office
- 31 INVERNESS CENTER PARKWAY, SUITE 200, BIRMINGHAM, AL, 35242
- Phone
- 205-991-9516
- Website
- HTTP://WWW.RESOURCEMGT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.92B
- Discretionary AUM
- $1.59B
- Non-discretionary AUM
- $4.32B
- Discretionary accounts
- 6
- Non-discretionary accounts
- 8
- Total accounts
- 14
- AUM per client
- $1.18B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $247.3M |
| Pooled investment vehicles | 5 | $1.54B |
| Pension and profit sharing plans | Fewer than 5 | $4.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.