SourcingSourcing

RESOURCE MANAGEMENT SERVICE, LLC

C28
CRD 130791·SEC 801-62919·BIRMINGHAM, AL
AUM
$5.92B
$1B+
Est. Revenue
$59.2M
@ 1% on AUM
Est. EBITDA
$17.7M
@ 30% margin
Est. Deal Value
$142.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RESOURCE MANAGEMENT SERVICE, LLC
CRD
130791
SEC file #
801-62919
EIN
000000000
DBA names
—

Economics

AUM
$5.92B
AUM band
$1B+
AUM trajectory
'20'26
$4.41B → $5.92B▲ +34%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
149
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
14 advisors → 13 advisors▼ -7%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
resourcemgt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORNISH, CHARLES, CARROLL
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
11
Control Persons
CORNISH, CHARLES, CARROLL
DUBOSE, DENNIS, GERARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RESOURCEMGT.COM
Rdap Domain Creation Date
1997-11-11T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
704
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20245
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001538621
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2012-01-04
Edgar Last Filing Date
2012-01-04
Edgar Form D Count
1
Edgar Form D Offerings
2012-01-042012-01-04 · 0001538621-12-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
RESOURCE MANAGEMENT SERVICE LLC31 INVERNESS CENTER PARKWAY, SUITE 360BIRMINGHAM, AL 35242
Business
RESOURCE MANAGEMENT SERVICE LLC31 INVERNESS CENTER PARKWAY, SUITE 360BIRMINGHAM, AL 35242
Edgar EIN
000000000
Edgar Recent Filings
D2012-01-04 · 0001538621-12-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-10T05:00:00Z
Rdap Domain Last Changed
2025-11-11T08:01:49Z
Rdap Nameservers
Ns1.p201.dns.oraclecloud.netNs2.p201.dns.oraclecloud.netNs3.p201.dns.oraclecloud.netNs4.p201.dns.oraclecloud.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6632355
Trust Company Affiliate
No

People (9)

9
CORNISH, CHARLES, CARROLL
Direct Owner · 17.5%
6632355
DUBOSE, DENNIS, GERARD
Direct Owner · 7.5%
4465216
Greer, Mary, Kay
Direct Owner · 7.5%
6772427
HINSON, WILLIAM, ALEX
Direct Owner · 7.5%
6632352
Coffee, Louis, Mitchell
Direct Owner · 7.5%
7357883
GLASSCO, PHILLIP, LARRY
Direct Owner · 7.5%
4769138
Martin, Larkin
Executive Officer · 2.5%
8138818
Peerson Jr, Peter, Lee
Executive Officer · 2.5%
8065552
Pringle, Charles, Cate
Executive Officer · 2.5%
7087913