Hedge Fund Database

RESOURCE CONSULTING GROUP

RESOURCE CONSULTING GROUP INC Legal Name

Adviser information for RESOURCE CONSULTING GROUP last updated from Form ADV on March 1st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 22
Investment Advisory/Research 16
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 16
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,792 $2.3B
Non-Discretionary 0 $0
Total 2,792 $2.3B

Clients

Type Number RAUM
Individuals 167 $79.7M
HNW Individuals 399 $2.1B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 6 $47.5M
Charitable organizations 7 $45.9M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 18 $30.9M
Type Number
No. of Non-RAUM Clients 10
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-32146
SEC ERA File Number 801-32146
SEC CIK Numbers 831941
SEC CRD Numbers 105720
Legal Entity Identifier None

Principal Office

301 E. PINE STREET, SUITE 600
ORLANDO
FL
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 407-422-0252, Fax: 407-649-8795

Websites

www.resourceconsulting.com www.facebook.com/resourceconsultingfl/ www.linkedin.com/company/resource-consulting-group/ twitter.com/rcggregg

Chief Compliance Officer

MICHAEL T. MASUR
TREASURER
301 E. PINE STREET, SUITE 600
ORLANDO
FL
United States
Tel: 407-422-0252
Fax: 407-649-8795
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DAVIS, MICHAEL, HOWARD Individual – VICE PRESIDENT 01/2022 25-50%
STERLING, KIMBERLY, ANN Individual – VICE PRESIDENT 04/2015 5-10%
MASUR, MICHAEL, TEMERSON Individual – TREASURER / CHIEF COMPLIANCE OFFICER 01/2007 5-10%
PHILLIPS, ERNEST, EDWARD Individual – SHAREHOLDER 01/2011 5-10%
MACKALL, STEPHEN, EDWARD Individual – SHAREHOLDER, DIRECTOR OF OPERATIONS, AND CHIEF INVESTMENT OFFICER 01/2011 5-10%
REGILIO, NICOLE, R Individual – SECRETARY 04/2015 5-10%
BIRO, GREGG, ALEXANDER Individual – SHAREHOLDER (01/2014), PRESIDENT (10/2019), CHIEF EXECUTIVE OFFICER 01/2022 5-10%
PALONEN, LINDA, EMILIA Individual – SHAREHOLDER 01/2019 5-10%
Campese, Natalie, Eve Individual – SHAREHOLDER 01/2022 5-10%
DAVIS, AMY, L Individual – SHAREHOLDER (01/2022) / BOARD OF DIRECTORS CHAIR 04/2022 5-10%

No. Employees, Historic

3015020192020202120222023202424 on 5/24/201924 on 10/15/201927 on 3/8/202027 on 6/18/202027 on 3/3/202127 on 3/4/202127 on 6/7/202127 on 9/20/202127 on 9/22/202127 on 9/22/202127 on 12/14/202127 on 3/17/202227 on 4/10/202227 on 11/16/202222 on 3/1/2023

RAUM, Historic

3B2B02019202020212022202320241756686019 on 5/24/20191756686019 on 10/15/20192030370126 on 3/8/20202030370126 on 6/18/20202193422143 on 3/3/20212193422143 on 3/4/20212193422143 on 6/7/20212193422143 on 9/20/20212193422143 on 9/22/20212193422143 on 9/22/20212193422143 on 12/14/20212642742586 on 3/17/20222642742586 on 4/10/20222642742586 on 11/16/20222316717571 on 3/1/2023

No. Clients, Historic

6003000201920202021202220232024479 on 5/24/2019479 on 10/15/2019510 on 3/8/2020510 on 6/18/2020541 on 3/3/2021541 on 3/4/2021541 on 6/7/2021541 on 9/20/2021541 on 9/22/2021541 on 9/22/2021541 on 12/14/2021589 on 3/17/2022589 on 4/10/2022589 on 11/16/2022597 on 3/1/2023

Holdings

From latest 13F, filed January 11th, 2024 for period ending December 31st, 2023
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 283K 3K –
ABBVIE INC COM 1M 8K –
ADAPTHEALTH CORP COMMON STOCK 328K 45K –
ADOBE INC COM 218K 366 –
ALPHABET INC CAP STK CL A 1M 9K –
ALPHABET INC CAP STK CL C 273K 2K –
AMAZON COM INC COM 2M 14K –
APOLLO GLOBAL MGMT INC COM 2M 23K –
APPLE INC COM 3M 14K –
ARES MANAGEMENT CORPORATION CL A COM STK 2M 13K –
ASTRAZENECA PLC SPONSORED ADR 428K 6K –
BERKSHIRE HATHAWAY INC DEL CL A 5M 9 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 815K 2K –
BLACKSTONE INC COM 3M 22K –
BROADCOM INC COM 4M 3K –
CATERPILLAR INC COM 362K 1K –
CHEVRON CORP NEW COM 257K 2K –
CME GROUP INC COM 1M 5K –
COCA COLA CO COM 214K 4K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 317K 13K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 80M 2M –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 531K 18K –
DIMENSIONAL ETF TRUST US EQUITY ETF 2M 29K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 170M 5M –
DIMENSIONAL ETF TRUST US REAL ESTATE E 4M 193K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 63M 1M –
DIMENSIONAL ETF TRUST US TARGETED VLU 82M 2M –
DIMENSIONAL ETF TRUST WORLD EX US CORE 316K 13K –
DISNEY WALT CO COM 879K 10K –
EATON CORP PLC SHS 3M 12K –
EXXON MOBIL CORP COM 455K 5K –
FEDEX CORP COM 1M 4K –
HOME DEPOT INC COM 362K 1K –
INTERNATIONAL BUSINESS MACHS COM 308K 2K –
INTUIT COM 213K 340 –
INVESCO QQQ TR UNIT SER 1 244K 596 –
IRADIMED CORP COM 5M 103K –
ISHARES TR ISHS 1-5YR INVS 46M 894K –
ISHARES TR MSCI USA MIN VOL 390K 5K –
ISHARES TR MSCI USA QLT FCT 72M 487K –
ISHARES TR RUS 1000 GRW ETF 399K 1K –
ISHARES TR S&P MC 400VL ETF 362K 3K –
JOHNSON & JOHNSON COM 378K 2K –
LOCKHEED MARTIN CORP COM 1M 3K –
MERCK & CO INC COM 1M 12K –
MICROSOFT CORP COM 4M 10K –
NUCOR CORP COM 1M 8K –
NVIDIA CORPORATION COM 356K 718 –
OLD REP INTL CORP COM 441K 15K –
ONEOK INC NEW COM 2M 24K –
PRIMO WATER CORPORATION COM 320K 21K –
PROCTER AND GAMBLE CO COM 974K 7K –
SERA PROGNOSTICS INC CLASS A COM 265K 44K –
SIMON PPTY GROUP INC NEW COM 582K 4K –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
STARWOOD PPTY TR INC COM 628K 30K –
TEXAS INSTRS INC COM 882K 5K –
TRUIST FINL CORP COM 2M 64K –
UNITED PARCEL SERVICE INC CL B 205K 1K –
VANGUARD INDEX FDS LARGE CAP ETF 1M 6K –
VANGUARD INDEX FDS MID CAP ETF 256K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 202K 463 –
VANGUARD INDEX FDS SMALL CP ETF 325K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 885K 4K –
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 1M 6K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 212K 1K –
VISA INC COM CL A 335K 1K –
WELLS FARGO CO NEW COM 586K 12K –
WILLIAMS COS INC COM 2M 57K –