The Financial Resource Center is an SEC registered investment adviser organized as a corporation with a primary office location in Carmel, IN. Its latest Form ADV filing, dated March 27, 2026, reports $642M in regulatory assets under management, 5 employees, 1 office, and 389 accounts.
Assets Under Management
$642M
Employees
5
Offices
1 office
Total Clients
247
Primary office
CARMEL, IN
9640 COMMERCE DRIVE, SUITE 414, CARMEL, IN, United States
Portfolio management for individuals and small businesses
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 96.0% of total clients.
Top client categories% of clientsClients
1
Individuals
96.0%
237
2
Pension Plans
2.0%
5
3
Government
1.2%
3
4
Corporations
0.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$642Mas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$642M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$642M
Total Accounts389
10Y AUM Change+$642M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee49:1
10Y Employee Change-4 (-44.4%)
* 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.