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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 typeClientsAUM
Other27$14.4M
Charitable organizations38$17.4M
High net worth individuals2,134$1.88B
Pension and profit sharing plans72$113.9M
Individuals (other than high net worth individuals)9,565$1.46B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.