← Directory
ADVISOR RESOURCE COUNCIL
CRD 164109File 801-76667
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 123 | 119 | decreased by4 |
| Apr 1, 2026 | Clients | 11,572 | 11,836 | increased by264 |
| Apr 1, 2026 | AUM | $3,015,318,532 | $3,486,476,414 | increased by$471,157,882 |
| Apr 1, 2026 | Accounts | 11,622 | 11,836 | increased by214 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 146 | 123 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10,773 | 11,572 | increased by799 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,714,064,722 | $3,015,318,532 | increased by$301,253,810 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10,773 | 11,622 | increased by849 |
| Apr 1, 2022 | Employees | 121 | 146 | increased by25 |
| Apr 1, 2022 | Clients | 9,040 | 10,773 | increased by1,733 |
| Apr 1, 2022 | AUM | $2,121,520,047 | $2,714,064,722 | increased by$592,544,675 |
| Apr 1, 2022 | Accounts | 9,036 | 10,773 | increased by1,737 |
| 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 “ADVISOR RESOURCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISOR RESOURCE” 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.