Resurgent Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$350,210,668
Clients
379
Advisors
6
across 5 offices
About
Resurgent Financial Advisors is a seven-advisor team managing roughly $355 million that serves individuals and families, high net worth clients, trusts, estates, charitable organizations, corporations and other business entities. The firm provides financial planning, ongoing investment management, analysis and monitoring, and also advises on legacy positions, retirement planning, tax optimization and cash flow planning.
Investment decisions are guided primarily by fundamental analysis and implemented through mutual funds, ETFs, selected Sub‑Advisors, and, where appropriate, individual securities, REITs and privately placed alternative investments. Resurgent manages accounts on both a discretionary and non‑discretionary basis, develops investment policy statements with clients, and offers participant account management for held‑away employer retirement plan accounts using the third‑party Pontera platform.
Compared with many peer teams, Resurgent maintains a multi‑office footprint (ten offices) and has recently disclosed material changes in its ADV, including an update to its main office and the addition of Participant Account Management Services. The brochure also notes the firm’s use of Sub‑Advisors and the firm’s advisors’ capacity to sell insurance products, which may introduce additional compensation streams that clients should consider.
Client services
Expertise
Fee options
Fixed fees may be charged for financial planning services; specific amounts not stated.
Up to 2.25% annually (tiered, negotiable)
Insurance commissions earned by licensed investment advisors; amounts not specified.
Hourly fees may be charged for financial planning services; specific rates not stated.
Fee-only: Fixed or hourly fees for financial planning services; specific amounts not stated in brochure.
Main office
600 Embassy Row, Suite 108
Atlanta GA 30328, United States
Offices (5)
Danville, KY
301 W. Main Street, Danville, KY 40422
2 advisors
Atlanta, GA E. Paces Ferry Rd NE
511 E. Paces Ferry Rd NE, Atlanta, GA 30305
1 advisor
Chapel Hill, NC
1805 E. Franklin Street Suite 100, Chapel Hill, NC 27514
1 advisor
Fennville, MI
Fennville, MI
1 advisor
Greenville, NC
500 Red Banks Suite C, Greenville, NC 27828
1 advisor
Most active in
Alabama · California · Florida · Georgia · Kentucky · Louisiana · Michigan · North Carolina · South Carolina · Texas
Also doing business as
3 G Wealth Management · Bey Douglas Investment Counsel · East Franklin Capital · Encompass Financial Advisors · Peachtree College Planning · Peachtree Financial Group · Resurgent Advisors · Resurgent Financial Advisors LLC · Sutter Wealth Management · Taylor Wealth · Triple Gate Advisors · Triple Gate Advisors, 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.
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Advisors at this firm
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