RESOURCE PLANNING GROUP, LTD.
CRD #111524 SEC #801-43321 ATLANTA, GA 770-671-9500
SEC Registered
Total AUM
$278.8M
Discretionary
$278.8M
Employees
7
Clients
251
Accounts
978
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $278.8M | $278.8M | $0 | 7 | 2 |
| Dec 2022 | $348.7M | $348.7M | $0 | 9 | 3 |
| Apr 2022 | $348.7M | $348.7M | $0 | 9 | 3 |
| Mar 2022 | $348.7M | $348.7M | $0 | 9 | 3 |
| Dec 2021 | $324.7M | $312.9M | $11.8M | 7 | 4 |
| Jul 2021 | $324.7M | $312.9M | $11.8M | 8 | 4 |
| Jun 2021 | $324.7M | $312.9M | $11.8M | 8 | 4 |
| Mar 2021 | $324.7M | $312.9M | $11.8M | 8 | 4 |
| Jun 2020 | $374.4M | $373.7M | $647.7K | 8 | 2 |
| Mar 2020 | $374.4M | $373.7M | $647.7K | 8 | 2 |
| Nov 2019 | $331.7M | $331.7M | $0 | 10 | 4 |
| Aug 2019 | $331.7M | $331.7M | $0 | 10 | 4 |
| Feb 2019 | $331.7M | $331.7M | $0 | 10 | 4 |
| Dec 2018 | $313.1M | $313.1M | $0 | 7 | 1 |
| Jun 2018 | $313.1M | $313.1M | $0 | 7 | 1 |
| Feb 2018 | $313.1M | $313.1M | $0 | 7 | 1 |
| Feb 2018 | $313.1M | $313.1M | $0 | 7 | 1 |
| Feb 2017 | $254.6M | $254.6M | $0 | 7 | 400 |
| Jan 2017 | $233.1M | $233.1M | $0 | 8 | 300 |
| Oct 2016 | $233.1M | $233.1M | $0 | 8 | 300 |
| Sep 2016 | $233.1M | $233.1M | $0 | 8 | 300 |
| Mar 2016 | $233.1M | $233.1M | $0 | 8 | 300 |
| Feb 2015 | $230.1M | $230.1M | $0 | 8 | 300 |
| Feb 2015 | $230.1M | $230.1M | $0 | 8 | 300 |
| Feb 2015 | $205.7M | $205.7M | $0 | 8 | 300 |
| Jan 2015 | $205.7M | $205.7M | $0 | 8 | 300 |
| Jul 2014 | $205.7M | $205.7M | $0 | 8 | 300 |
| Mar 2014 | $205.7M | $205.7M | $0 | 7 | 300 |
| Sep 2013 | $178.2M | $178.2M | $0 | 7 | 300 |
| Aug 2013 | $178.2M | $178.2M | $0 | 7 | 300 |
| Mar 2013 | $200.9M | $178.2M | $22.7M | 7 | 300 |
| Dec 2012 | $382.7M | $258.9M | $123.9M | 8 | 300 |
| Sep 2012 | $382.7M | $258.9M | $123.9M | 1 | 300 |
| Mar 2012 | $382.7M | $258.9M | $123.9M | 1 | 300 |
| Jun 2011 | $394.6M | $285.3M | $109.4M | 5 | -- |
| May 2011 | $394.6M | $285.3M | $109.4M | 10 | -- |
| Mar 2011 | $394.6M | $285.3M | $109.4M | 10 | -- |
| Mar 2011 | $394.6M | $285.3M | $109.4M | 10 | -- |
| Aug 2010 | $480M | $332.5M | $147.5M | 10 | -- |
| Aug 2010 | $480M | $332.5M | $147.5M | 10 | -- |
| Jul 2009 | $258M | $255.7M | $2.3M | 10 | -- |
| Mar 2009 | $258M | $255.7M | $2.3M | 10 | -- |
| Sep 2007 | $188.6M | $188M | $534.5K | 10 | -- |
| Mar 2007 | $188.6M | $188M | $534.5K | 10 | -- |
| Mar 2004 | $81M | $74.8M | $6.2M | 5 | -- |
| Apr 2002 | $43M | $43M | $0 | 5 | -- |
DateMar 2023
Total AUM$278.8M
Discretionary$278.8M
Non-Disc.$0
Employees7
Clients2
DateDec 2022
Total AUM$348.7M
Discretionary$348.7M
Non-Disc.$0
Employees9
Clients3
DateApr 2022
Total AUM$348.7M
Discretionary$348.7M
Non-Disc.$0
Employees9
Clients3
DateMar 2022
Total AUM$348.7M
Discretionary$348.7M
Non-Disc.$0
Employees9
Clients3
DateDec 2021
Total AUM$324.7M
Discretionary$312.9M
Non-Disc.$11.8M
Employees7
Clients4
DateJul 2021
Total AUM$324.7M
Discretionary$312.9M
Non-Disc.$11.8M
Employees8
Clients4
DateJun 2021
Total AUM$324.7M
Discretionary$312.9M
Non-Disc.$11.8M
Employees8
Clients4
DateMar 2021
Total AUM$324.7M
Discretionary$312.9M
Non-Disc.$11.8M
Employees8
Clients4
DateJun 2020
Total AUM$374.4M
Discretionary$373.7M
Non-Disc.$647.7K
Employees8
Clients2
DateMar 2020
Total AUM$374.4M
Discretionary$373.7M
Non-Disc.$647.7K
Employees8
Clients2
DateNov 2019
Total AUM$331.7M
Discretionary$331.7M
Non-Disc.$0
Employees10
Clients4
DateAug 2019
Total AUM$331.7M
Discretionary$331.7M
Non-Disc.$0
Employees10
Clients4
DateFeb 2019
Total AUM$331.7M
Discretionary$331.7M
Non-Disc.$0
Employees10
Clients4
DateDec 2018
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees7
Clients1
DateJun 2018
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees7
Clients1
DateFeb 2018
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees7
Clients1
DateFeb 2018
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees7
Clients1
DateFeb 2017
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees7
Clients400
DateJan 2017
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees8
Clients300
DateOct 2016
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees8
Clients300
DateSep 2016
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees8
Clients300
DateMar 2016
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees8
Clients300
DateFeb 2015
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees8
Clients300
DateFeb 2015
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees8
Clients300
DateFeb 2015
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees8
Clients300
DateJan 2015
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees8
Clients300
DateJul 2014
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees8
Clients300
DateMar 2014
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees7
Clients300
DateSep 2013
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees7
Clients300
DateAug 2013
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees7
Clients300
DateMar 2013
Total AUM$200.9M
Discretionary$178.2M
Non-Disc.$22.7M
Employees7
Clients300
DateDec 2012
Total AUM$382.7M
Discretionary$258.9M
Non-Disc.$123.9M
Employees8
Clients300
DateSep 2012
Total AUM$382.7M
Discretionary$258.9M
Non-Disc.$123.9M
Employees1
Clients300
DateMar 2012
Total AUM$382.7M
Discretionary$258.9M
Non-Disc.$123.9M
Employees1
Clients300
DateJun 2011
Total AUM$394.6M
Discretionary$285.3M
Non-Disc.$109.4M
Employees5
Clients--
DateMay 2011
Total AUM$394.6M
Discretionary$285.3M
Non-Disc.$109.4M
Employees10
Clients--
DateMar 2011
Total AUM$394.6M
Discretionary$285.3M
Non-Disc.$109.4M
Employees10
Clients--
DateMar 2011
Total AUM$394.6M
Discretionary$285.3M
Non-Disc.$109.4M
Employees10
Clients--
DateAug 2010
Total AUM$480M
Discretionary$332.5M
Non-Disc.$147.5M
Employees10
Clients--
DateAug 2010
Total AUM$480M
Discretionary$332.5M
Non-Disc.$147.5M
Employees10
Clients--
DateJul 2009
Total AUM$258M
Discretionary$255.7M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2009
Total AUM$258M
Discretionary$255.7M
Non-Disc.$2.3M
Employees10
Clients--
DateSep 2007
Total AUM$188.6M
Discretionary$188M
Non-Disc.$534.5K
Employees10
Clients--
DateMar 2007
Total AUM$188.6M
Discretionary$188M
Non-Disc.$534.5K
Employees10
Clients--
DateMar 2004
Total AUM$81M
Discretionary$74.8M
Non-Disc.$6.2M
Employees5
Clients--
DateApr 2002
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--