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THE FINANCIAL RESOURCE CENTER

CARMEL, IN · CRD 316747 · IAPD ↗ · carriage-financial.com · 317-871-8571

$642.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — THE FINANCIAL RESOURCE CENTER crossed $500M in regulatory AUM ($407.2M -> $642.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — THE FINANCIAL RESOURCE CENTER added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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