Resurgent Advisors

RIASEC RegisteredEst. 2019
Total AUM
$355M
Discretionary
$311M
88% of AUM
Avg account
$388K
Accounts
913
Employees
20
Advisory reps
13

Firm details

Headquarters
Atlanta, Georgia
CRD number
299575
Registered since
December 4, 2019
Website
resurgentadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI69.83%
  • Individuals28.9%
  • Charitable Organizations1.26%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Resurgent Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2019. The firm serves both individual/family and institutional clients and acts as a capital allocator, engaging outside managers when appropriate. Its fee schedule includes asset-based fees plus hourly and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and educational workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Exchange Traded Equities 38%, US Government Bonds 12%, Cash & Cash Equivalents 7%, State & Local Bonds 1%, Other 1%41%
  • Public Funds/Mutual Funds41%
  • Exchange Traded Equities38%
  • US Government Bonds12%
  • Cash & Cash Equivalents7%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Kip Caffey

    Kip Caffey

    Chief Executive OfficerCRD 1042876

  • George Beylouni

    George Beylouni

    President and CEOCRD 1048465

  • Katherine Decker

    Katherine Decker

    Chief Financial OfficerCRD 2592291

Contacts

3 of 10

  • William Griffin

    Registered Investment AdvisorCRD 3111804

  • George Perros

    George Perros

    Financial AdvisorsCRD 1090014

  • Adam Hill

    Adam Hill

    Senior Vice President, Portfolio ManagementCRD 4436698

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 150

Active vs passive

$124M in ETFs

Passive

72%

$89.5M

Active

12%

$34.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG)Vanguard$5.7M24,2284.63%
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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
600 Embassy Row
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth