Resilient Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Resilient Asset Management serves individual clients (including high‑net‑worth households), small businesses and charitable organizations with fee‑only financial planning, investment consultation and portfolio management. The firm offers both modular and broad‑based planning, ongoing portfolio supervision and retirement‑plan advice, and can manage accounts on a discretionary or nondiscretionary basis.
The firm applies a fundamental, “discount‑from‑value” analysis and typically establishes a core portfolio of index funds before adding actively managed securities or individual positions for assets above its core threshold; investment policy statements are used to document objectives and constraints. Planning integrates cash‑flow, tax, estate, education and special‑situation advice (including divorce and military retirement issues), with periodic reviews and implementation support as part of the engagement model.
What distinguishes the firm is its relatively small, single‑advisor structure managing roughly $73.5 million for about 50 clients and its offering of periodic, complimentary educational workshops — a service uncommon among peers. The firm’s leadership background and stated experience with active and retired military personnel and small‑business owners shape several of its advisory services, and it emphasizes enduring, ongoing planning relationships in addition to asset‑management engagements.
Client services
Expertise
Occupation focus
Fee options
Fixed annual fee with minimum of $4,000 for comprehensive financial assessment; one-time onboarding fee up to $2,000 for enduring relationship
$0 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.50% $5,000,000+: 0.25%
$250 per hour; billed in 10-minute increments
Fixed-fee annual structure for enduring financial planning relationship; minimum annual fee $10,000; invoiced quarterly or monthly
Minimum fee: Minimum annual fee of $10,000 for enduring financial planning relationship; minimum fee of $4,000 for comprehensive financial assessment Fee-only: Firm is fee-only investment advisor; does not receive commissions or fees from investments
Main office
502 S Main St, Suite #3
Memphis TN 38103
Advisors at this office
1
Most active in
Arkansas · Florida · Maryland · Tennessee · Texas · Virginia
Also doing business as
Resilient Asset Management · Resilient Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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