Resource 1, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Norfolk, VA. Its latest Form ADV filing, dated March 4, 2026, reports $133M in regulatory assets under management, 2 employees, and 116 accounts.
Assets Under Management
$133M
Employees
2
Offices
--
Total Clients
116
Primary office
NORFOLK, VA
999 WATERSIDE DR, SUITE 435, NORFOLK, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.3% of total clients.
Top client categories% of clientsClients
1
Individuals
54.3%
63
2
HNWI
39.7%
46
3
Pension Plans
4.3%
5
4
Charitable
1.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of March 4, 2026
Discretionary100.0%
$133M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$133M
Total Accounts116
10Y AUM Change+$14M (+11.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.