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ADVISOR RESOURCE COUNCIL
CRD 164109File 801-76667
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.49B
Top 25% of cohort (national)
Discretionary AUM
$3.37B
Non-discretionary $120.8M
Clients
11,836
11,836 accounts
Employees
119
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 1, 2012
- Principal office
- 15110 DALLAS PARKWAY, SUITE 500, DALLAS, TX, 75248
- Phone
- (972) 421-1360
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.49B
- Discretionary AUM
- $3.37B
- Non-discretionary AUM
- $120.8M
- Discretionary accounts
- 10,843
- Non-discretionary accounts
- 993
- Total accounts
- 11,836
- AUM per client
- $295K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 27 | $14.4M |
| Charitable organizations | 38 | $17.4M |
| High net worth individuals | 2,134 | $1.88B |
| Pension and profit sharing plans | 72 | $113.9M |
| Individuals (other than high net worth individuals) | 9,565 | $1.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
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.

