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RESOURCE MANAGEMENT SERVICE, LLC
CRD 130791File 801-62919
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 155 | 149 | decreased by6 |
| Apr 1, 2026 | AUM | $5,315,190,000 | $5,915,040,000 | increased by$599,850,000 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 157 | 155 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,514,690,000 | $5,315,190,000 | increased by$800,500,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 10 | 5 | decreased by5 |
| Apr 1, 2022 | AUM | $4,194,000,000 | $4,514,690,000 | increased by$320,690,000 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RESOURCE MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RESOURCE MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.