Firm profile

RESURGENT ADVISORS

ATLANTA, GACRD 299575Latest ADV March 30, 2026

Resurgent Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $355M in regulatory assets under management, 20 employees, 9 offices, and 913 accounts.

Assets Under Management
$355M
Employees
20
Offices
9 offices
Total Clients
381
Primary office
ATLANTA, GA
600 EMBASSY ROW, SUITE 108, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOKip R. Caffey
CCOSarah J. Sutton
CFOKatherine K. Decker

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.0% of total clients.
Top client categories% of clientsClients
1
Individuals
78.0%
297
2
HNWI
21.5%
82
3
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$355Mas of March 30, 2026
Discretionary87.6%
$311M
88% of total RAUM87.6%
Non-discretionary12.4%
$44M
12% of total RAUM12.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$355M
Total Accounts913
10Y AUM Change+$355M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20
Clients per Employee19:1
10Y Employee Change+14 (+233.3%)

* 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.