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RESURGENT ADVISORS

Legal name: RESURGENT FINANCIAL ADVISORS LLC

CRD 299575File 801-117725
APPROVED
Retail clients
Disclosure events
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$354.7M
Below cohort median (national)
Discretionary AUM
$310.7M
Non-discretionary $44.0M
Clients
381
913 accounts
Employees
20
Below cohort median in GA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Dec 4, 2019
Principal office
600 EMBASSY ROW, SUITE 108, ATLANTA, GA, 30328
Phone
404-654-0531

Assets & accounts

ADV Item 5F
Total regulatory AUM
$354.7M
Discretionary AUM
$310.7M
Non-discretionary AUM
$44.0M
Discretionary accounts
826
Non-discretionary accounts
87
Total accounts
913
AUM per client
$931K

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$4.5M
High net worth individuals82$247.7M
Individuals (other than high net worth individuals)297$102.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • 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
  • Q11
  • Q11D1
  • Q11D2
  • Q11D4
  • Q11H1C

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1720increased by3
Apr 1, 2026Clients392381decreased by11
Apr 1, 2026AUM$326,381,640$354,694,925increased by$28,313,285
Apr 1, 2026Accounts925913decreased by12
May 1, 2025
vs Oct 1, 2022
Clients702392decreased by310
May 1, 2025
vs Oct 1, 2022
AUM$379,224,531$326,381,640decreased by$52,842,891
May 1, 2025
vs Oct 1, 2022
Accounts1,477925decreased by552
Sep 1, 2022Employees1417increased by3
Sep 1, 2022Clients332702increased by370
Sep 1, 2022AUM$268,537,605$379,224,531increased by$110,686,926
Sep 1, 2022Accounts8671,477increased by610
Apr 1, 2022Employees1214increased by2
Apr 1, 2022Clients296332increased by36
Apr 1, 2022AUM$134,795,281$268,537,605increased by$133,742,324
Apr 1, 2022Accounts729867increased by138

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RESURGENT ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RESURGENT ADVISORS” 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.