Resurgent Financial Advisors LLC
Resurgent Financial Advisors LLC is a registered investment adviser headquartered in Atlanta, GA, with additional offices throughout the Southeast, including North Carolina. Founded to serve affluent families, professionals, and business owners, Resurgent partners with entrepreneurial financial advisors to provide capital, expertise, and resources for the growth of independent advisory practices. It has a fiduciary responsibility and focuses on innovative, client-centered financial solutions. Employee count and founding year are not publicly disclosed.
Investment Strategy
Resurgent Financial Advisors operates as a strategic partner to entrepreneurial advisory teams, providing capital, expertise, and technology resources to help advisors grow their business while maintaining independent client service. The firm follows a fiduciary standard and prioritizes the best interests of clients at all times, gravitating toward creative and tailored solutions for affluent individuals, families, and business owners. Their investment strategies are customized, emphasizing holistic wealth management and long-term financial planning.
Top Holdings
Equity Positions (185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.15% | $11.2M | 22,537 | $327.04 | $497.41 | +$3.0M |
A AAPL | APPLE INC | 4.36% | $7.9M | 38,695 | $175.64 | $205.17 | -$491.5K |
J JPM | JPMORGAN CHASE & CO. | 3.19% | $5.8M | 20,015 | $151.73 | $289.91 | +$1.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.15% | $5.7M | 11,824 | $345.42 | $485.77 | -$425.7K |
N NVDA | NVIDIA CORPORATION | 2.81% | $5.1M | 32,357 | $34.21 | $157.99 | +$1.6M |