RESOURCE CONSULTING GROUP INC
Legal name: RESOURCE CONSULTING GROUP
CRD #105720 SEC #801-32146 ORLANDO, FL 407-422-0252
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
27
Clients
101
Accounts
2,625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $2.3B | $2.3B | $0 | 22 | 10 |
| Nov 2022 | $2.6B | $2.6B | $0 | 27 | 9 |
| Apr 2022 | $2.6B | $2.6B | $0 | 27 | 9 |
| Mar 2022 | $2.6B | $2.6B | $0 | 27 | 9 |
| Dec 2021 | $2.2B | $2.2B | $0 | 27 | 2 |
| Sep 2021 | $2.2B | $2.2B | $0 | 27 | 2 |
| Sep 2021 | $2.2B | $2.2B | $0 | 27 | 2 |
| Jun 2021 | $2.2B | $2.2B | $0 | 27 | 2 |
| Mar 2021 | $2.2B | $2.2B | $0 | 27 | 2 |
| Mar 2021 | $2.2B | $2.2B | $0 | 27 | 2 |
| Jun 2020 | $2B | $2B | $0 | 27 | 1 |
| Mar 2020 | $2B | $2B | $0 | 27 | 1 |
| Oct 2019 | $1.8B | $1.8B | $0 | 24 | 1 |
| May 2019 | $1.8B | $1.8B | $0 | 24 | 1 |
| Jan 2019 | $1.8B | $1.8B | $0 | 24 | 1 |
| Sep 2018 | $1.8B | $1.8B | $0 | 23 | 5 |
| Mar 2018 | $1.8B | $1.8B | $0 | 23 | 5 |
| Mar 2017 | $1.5B | $1.5B | $0 | 21 | 400 |
| Nov 2016 | $1.3B | $1.3B | $0 | 19 | 400 |
| Oct 2016 | $1.3B | $1.3B | $0 | 19 | 400 |
| Apr 2016 | $1.3B | $1.3B | $0 | 19 | 400 |
| Mar 2016 | $1.3B | $1.3B | $0 | 19 | 400 |
| Oct 2015 | $1.3B | $1.3B | $0 | 15 | 400 |
| Apr 2015 | $1.3B | $1.3B | $0 | 15 | 400 |
| Apr 2015 | $1.3B | $1.3B | $0 | 15 | 400 |
| Mar 2015 | $1.3B | $1.3B | $0 | 15 | 400 |
| Feb 2015 | $1.3B | $1.3B | $0 | 20 | 400 |
| Mar 2014 | $1.3B | $1.3B | $0 | 16 | 400 |
| Mar 2013 | $1B | $1B | $0 | 14 | 300 |
| Mar 2012 | $869.9M | $849.8M | $20.1M | 11 | 400 |
| Mar 2011 | $892.2M | $871M | $21.2M | -- | -- |
| May 2009 | $701.4M | $679M | $22.4M | -- | -- |
| May 2007 | $1.1B | $1B | $32.1M | -- | -- |
| Mar 2007 | $1.1B | $1B | $32.1M | -- | -- |
| Jan 2007 | $828.6M | $781.9M | $46.7M | -- | -- |
| Mar 2006 | $828.6M | $781.9M | $46.7M | -- | -- |
| Sep 2005 | $694.8M | $679.7M | $15.1M | -- | -- |
| Jun 2004 | $546.8M | $541.3M | $5.5M | -- | -- |
| Apr 2004 | $546.8M | $541.3M | $5.5M | -- | -- |
| Oct 2003 | $394.1M | $383.7M | $10.4M | -- | -- |
| Mar 2002 | $423M | $400.9M | $22.1M | -- | -- |
| Jul 2001 | $417.5M | $386.5M | $31M | -- | -- |
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees22
Clients10
DateNov 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees27
Clients9
DateApr 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees27
Clients9
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees27
Clients9
DateDec 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees27
Clients2
DateSep 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees27
Clients2
DateSep 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees27
Clients2
DateJun 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees27
Clients2
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees27
Clients2
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees27
Clients2
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees27
Clients1
DateMar 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees27
Clients1
DateOct 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients1
DateMay 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients1
DateJan 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients1
DateSep 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients5
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients5
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients400
DateNov 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients400
DateOct 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients400
DateApr 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients400
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients400
DateOct 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients400
DateApr 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients400
DateApr 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients400
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients400
DateFeb 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients400
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients400
DateMar 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients300
DateMar 2012
Total AUM$869.9M
Discretionary$849.8M
Non-Disc.$20.1M
Employees11
Clients400
DateMar 2011
Total AUM$892.2M
Discretionary$871M
Non-Disc.$21.2M
Employees--
Clients--
DateMay 2009
Total AUM$701.4M
Discretionary$679M
Non-Disc.$22.4M
Employees--
Clients--
DateMay 2007
Total AUM$1.1B
Discretionary$1B
Non-Disc.$32.1M
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1B
Non-Disc.$32.1M
Employees--
Clients--
DateJan 2007
Total AUM$828.6M
Discretionary$781.9M
Non-Disc.$46.7M
Employees--
Clients--
DateMar 2006
Total AUM$828.6M
Discretionary$781.9M
Non-Disc.$46.7M
Employees--
Clients--
DateSep 2005
Total AUM$694.8M
Discretionary$679.7M
Non-Disc.$15.1M
Employees--
Clients--
DateJun 2004
Total AUM$546.8M
Discretionary$541.3M
Non-Disc.$5.5M
Employees--
Clients--
DateApr 2004
Total AUM$546.8M
Discretionary$541.3M
Non-Disc.$5.5M
Employees--
Clients--
DateOct 2003
Total AUM$394.1M
Discretionary$383.7M
Non-Disc.$10.4M
Employees--
Clients--
DateMar 2002
Total AUM$423M
Discretionary$400.9M
Non-Disc.$22.1M
Employees--
Clients--
DateJul 2001
Total AUM$417.5M
Discretionary$386.5M
Non-Disc.$31M
Employees--
Clients--