Data / Investment advisers / Alabama / Resource Management Service, LLC
Resource Management Service, LLC, Birmingham, AL: $5.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Resource Management Service, LLC is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $5.9 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pension and profit sharing plans, pooled investment vehicles and other investment advisers. It is paid through a percentage of assets under management and performance based fees. It advises 5 private funds.
The request: Watch Resource Management Service, LLC (CRD number 130791): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 130791
- SEC file number
- 801-62919
- SEC status
- Approved, effective February 20, 2004
- Main office
- 31 Inverness Center Parkway Suite 200, Birmingham, AL 35242
- Phone
- (205) 991-9516
- Website
- resourcemgt.com
- Regulatory AUM
- $5,915,040,000 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $1,593,020,000
- Non discretionary AUM
- $4,322,020,000
- Accounts
- 14
- Employees
- 149, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 5: 4 real estate funds, 1 other private fund
- Gross assets of private funds
- $1,540,890,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $4.05 billion |
| Pooled investment vehicles | 5 | $1.54 billion |
| Other investment advisers | Fewer than 5 | $247.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.92 billion | March 31, 2026 |
| December 1, 2025 | $5.32 billion | July 31, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Waverly Advisors, LLC | Birmingham | $29.87 billion | 19 | adviserinfo.sec.gov |
| Highland Associates Inc | Birmingham | $20.99 billion | 4 | adviserinfo.sec.gov |
| Regions Investment Management, Inc. | Birmingham | $20.14 billion | Not listed | adviserinfo.sec.gov |
| Harbert Fund Advisors, LLC | Birmingham | $7.82 billion | 44 | adviserinfo.sec.gov |
| Vulcan Value Partners LLC | Birmingham | $6.08 billion | 4 | adviserinfo.sec.gov |
| Eversource Wealth Advisors, LLC | Birmingham | $5.10 billion | 1 | adviserinfo.sec.gov |
| Stonex Advisors Inc. | Birmingham | $5.09 billion | Not listed | adviserinfo.sec.gov |
| Johnson Sterling, Inc. | Birmingham | $3.90 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Resource Management Service, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.