{ "crd_number": 130791, "slug": "resource-management-service-llc-birmingham-al-130791", "primary_business_name": "RESOURCE MANAGEMENT SERVICE, LLC", "legal_name": "RESOURCE MANAGEMENT SERVICE, LLC", "dbas": [], "city": "Birmingham", "state": "AL", "country": "United States", "cbsa_code": "13820", "metro": { "cbsa_code": "13820", "common_name": "Birmingham", "msa_name": "Birmingham, AL", "path": "/advisors/al/birmingham" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2004-02-20", "years_registered": 22, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 5915040000.0, "raum_discretionary": 1593020000.0, "raum_non_discretionary": 4322020000.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 149, "advisory_employees": 13, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 72700000.0, "count": null, "description": "PRIVATELY HELD, MULTINATIONAL FAMILY-OWNED ENTERPRISE", "fewer_than_5": true }, "pension_profit_sharing": { "raum": 4054130000.0, "count": null, "fewer_than_5": true }, "other_investment_advisers": { "raum": 247330000.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 1540880000.0, "count": 5 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL" ], "websites": [ "https://instagram.com/resourcemanagementservice", "https://linkedin.com/COMPANY/RESOURCE-MANAGEMENT-SERVICE-LLC", "https://resourcemgt.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130791", "city_as_filed": "BIRMINGHAM", "url": "https://advisorcensus.com/firm/resource-management-service-llc-birmingham-al-130791", "display_name": "Resource Management Service, LLC", "summary": "Resource Management Service, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2004, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Resource Management Service, LLC (CRD 130791): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Resource Management Service, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Resource Management Service, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Resource Management Service, LLC located?", "a": "Resource Management Service, LLC's principal office is in Birmingham, AL, according to its Form ADV." }, { "q": "Is Resource Management Service, LLC registered with the SEC or a state?", "a": "Resource Management Service, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130791." }, { "q": "How much does Resource Management Service, LLC manage?", "a": "Resource Management Service, LLC reports $5,915,040,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (27% discretionary)." }, { "q": "How have Resource Management Service, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Resource Management Service, LLC: Regulatory assets under management: $4,194,000,000 in the October 2021 data and $5,915,040,000 in the October 2026 data, up 41%. Total employees: 157 in October 2021 and 149 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Resource Management Service, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)." }, { "q": "Does Resource Management Service, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130791" }, { "q": "What changed in Resource Management Service, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 18 to 13. Regulatory assets under management went from $5,315,190,000 to $5,915,040,000 (+11%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4194000000.0, "total_employees": 157, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4514690000.0, "total_employees": 157, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4875730000.0, "total_employees": 159, "filing_date": "2023-05-22" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5188760000.0, "total_employees": 161, "filing_date": "2024-03-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5315190000.0, "total_employees": 155, "filing_date": "2025-07-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5915040000.0, "total_employees": 149, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 18 to 13.", "Regulatory assets under management went from $5,315,190,000 to $5,915,040,000 (+11%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/resource-management-service-llc-birmingham-al-130791.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 5, "fewer_than_5": false, "raum": 1540880000.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 4054130000.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 247330000.0 }, { "type": "other", "label": "Other", "count": null, "fewer_than_5": true, "raum": 72700000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130791", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }