# Resource Management LLC

> Resource Management LLC is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2025.

- CRD: 131792
- Filed as: RESOURCE MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Hawaii
- Filing period: October 2026
- Form ADV filing dated: March 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131792
- AdvisorCensus page: https://advisorcensus.com/firm/resource-management-llc-131792

## Quick answers

**How is Resource Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Resource Management LLC reports these compensation arrangements: other.

**Is Resource Management LLC registered with the SEC or a state?**
Resource Management LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131792.

**How much does Resource Management LLC manage?**
Resource Management LLC reports $6,359,779 in regulatory assets under management in its Form ADV filing dated March 28, 2025 (0% discretionary).

**What types of clients does Resource Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (1); other (1).

**Does Resource Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131792

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $6,359,779
- Discretionary: $0
- Non-discretionary: $6,359,779

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $98,356 |
| High net worth individuals | 1 | $5,972,758 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 1 | $288,665 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- resourcem.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Resource Management LLC (CRD 131792): Form ADV filing data as of October 2026.