Resurgent Advisors

Registered investment adviser · Atlanta, GA · CRD #299575

Form ADV data as of 2026-09-01

Regulatory assets

$354.7 million

Total accounts

913

Employees

Disclosure events

Firm details

Website: http://encompassadvising.net
Telephone: 404-654-0531
SEC file number: 801-117725
Most recent Form ADV filing: 2026-08-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 4 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
A court dismissed an investment-related civil action under a settlement agreement

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$310.7 million
Non-discretionary regulatory assets under management	$44.0 million
Total regulatory assets under management	$354.7 million
Discretionary accounts	826
Non-discretionary accounts	87
Total accounts	913
Regulatory assets under management attributable to non-U.S. persons	$9.6 million

People

Total employees (excluding clerical)	20
Employees performing investment advisory functions (including research)	10
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	10
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	3
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	297	$102.5 million
High net worth individuals	82	$247.7 million
Charitable organizations	2	$4.5 million