# Resource Strategies Inc

> Resource Strategies Inc is a state-registered investment advisory firm in Pepper Pike, OH, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated July 7, 2026.

- CRD: 109881
- Filed as: RESOURCE STRATEGIES INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pepper Pike, OH
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109881
- AdvisorCensus page: https://advisorcensus.com/firm/resource-strategies-inc-pepper-pike-oh-109881

## Quick answers

**How is Resource Strategies Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Resource Strategies Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Resource Strategies Inc located?**
Resource Strategies Inc's principal office is in Pepper Pike, OH, according to its Form ADV.

**Is Resource Strategies Inc registered with the SEC or a state?**
Resource Strategies Inc is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 109881.

**Does Resource Strategies Inc 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/109881

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Resource Strategies Inc (CRD 109881): Form ADV filing data as of October 2026.