RESURGENT FINANCIAL ADVISORS LLC
C28
CRD 299575·SEC 801-117725·ATLANTA, GA
AUM
$354.7M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $104.7M
'21 · $101.5M
'22 · $134.8M
'23 · $379.2M
'25 · $326.4M
'26 · $354.7M
'20'26
$104.7M → $354.7M▲ +239%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 12 advisors
'22 · 6 advisors
'23 · 9 advisors
'25 · 7 advisors
'26 · 10 advisors
'20'26
4 advisors → 10 advisors▲ +150%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
6300 POWERS FERRY ROAD600-207ATLANTA, GA 30339
Business
6300 POWERS FERRY ROAD600-207ATLANTA, GA 30339
Edgar Recent Filings
13F-HR2026-05-13 · 0001912339-26-000002
13F-HR2026-02-12 · 0001912339-26-000001