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RESURGENT ADVISORS

ATLANTA, GA · CRD 299575 · IAPD ↗ · encompassadvising.net · 404-654-0531

$354.7MRegulatory AUM
10Advisory reps
20Employees
0Clients
51-100Planning clients
0Private funds
10States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
September 2026 — RESURGENT ADVISORS notice-filed in AL, LA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — RESURGENT ADVISORS added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2026 — RESURGENT ADVISORS grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
April 2024 — RESURGENT ADVISORS reported RAUM down 25% ($400.1M -> $300.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2024 — RESURGENT ADVISORS added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.