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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

RESOURCE CONSULTING GROUP

RESOURCE CONSULTING GROUP INC, CRD 105720

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b096017-a21d-4f78-63ad-5c077dcc01b2

Data as of Mar 1, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 21
On other graphs: 0
Observed: Mar 27, 2012 to Mar 1, 2023
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.3BItem 5.F on the latest filing (2023-03-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.3B
Private client RAUM: $2.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22
Advisory employees: 16
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,792
Individual clients: 167
High net worth clients: 399
Custody, client assets: $1.1B
SEC number: 801-32146
CRD: 105720
Filings on the tape: 31
First filed: Mar 27, 2012
Latest filed: Mar 1, 2023
Organised: Corporation, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BIRO, GREGG, ALEXANDER	SHAREHOLDER (01/2014), PRESIDENT (10/2019), CHIEF EXECUTIVE OFFICER	A	yes	01/2022	Mar 18, 2014	Mar 1, 2023
DAVIS, MICHAEL, HOWARD	VICE PRESIDENT	C	yes	01/2022	Mar 27, 2012	Mar 1, 2023
MACKALL, STEPHEN, EDWARD	SHAREHOLDER, DIRECTOR OF OPERATIONS, AND CHIEF INVESTMENT OFFICER	A	yes	01/2011	Mar 27, 2012	Mar 1, 2023
MASUR, MICHAEL, TEMERSON	TREASURER / CHIEF COMPLIANCE OFFICER	A	yes	01/2007	Mar 27, 2012	Mar 1, 2023
PHILLIPS, ERNEST, EDWARD	Shareholder	A	yes	01/2011	Mar 27, 2012	Mar 1, 2023
REGILIO, NICOLE, R	Secretary	A	yes	04/2015	Mar 27, 2012	Mar 1, 2023
STERLING, KIMBERLY, ANN	VICE PRESIDENT	A	yes	04/2015	Mar 27, 2012	Mar 1, 2023
Campese, Natalie, Eve	Shareholder	A	no	01/2022	Mar 17, 2022	Mar 1, 2023
DAVIS, AMY, L	SHAREHOLDER (01/2022) / BOARD OF DIRECTORS CHAIR	A	no	04/2022	Mar 17, 2022	Mar 1, 2023
PALONEN, LINDA, EMILIA	Shareholder	A	no	01/2019	Jan 31, 2019	Mar 1, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 1, 2023	$2.3B	$2.3B	22	16	0	n/a	n/a
2021	Mar 17, 2022	$2.6B	$2.6B	27	15	0	n/a	n/a
2020	Mar 3, 2021	$2.2B	$2.2B	27	16	0	n/a	n/a
2019	Mar 8, 2020	$2.0B	$2.0B	27	16	0	n/a	n/a
2018	Jan 31, 2019	$1.8B	$1.8B	24	15	0	n/a	n/a
2017	Mar 29, 2018	$1.8B	$1.8B	23	15	0	n/a	n/a
2016	Mar 18, 2017	$1.5B	$1.5B	21	11	n/a	n/a	n/a
2015	Mar 26, 2016	$1.3B	$1.3B	19	11	n/a	n/a	n/a
2014	Mar 16, 2015	$1.3B	$1.3B	15	9	n/a	n/a	n/a
2013	Mar 18, 2014	$1.3B	$1.3B	16	10	n/a	n/a	n/a
2012	Mar 21, 2013	$1.0B	$1.0B	14	9	n/a	n/a	n/a
2011	Mar 27, 2012	$870M	$850M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$2.3B	$2.6B	-12.3%	$2.0B	4.5%	22	27	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHTOWER ADVISORS, LLC	16	Jan 26, 2024	Feb 11, 2026	ORLANDO, FL	Firm absorbed	RIA to ibd	100.0%

Relationships

Controls (7)

← DAVIS, MICHAEL, HOWARDOwnerVICE PRESIDENT, ownership code C, individual
Mar 27, 2012 to presentfactForm ADV
← STERLING, KIMBERLY, ANNOwnerVICE PRESIDENT, ownership code A, individual
Mar 27, 2012 to presentfactForm ADV
← PHILLIPS, ERNEST, EDWARDOwnerSHAREHOLDER, ownership code A, individual
Mar 27, 2012 to presentfactForm ADV
← MACKALL, STEPHEN, EDWARDOwnerSHAREHOLDER, DIRECTOR OF OPERATIONS, AND CHIEF INVESTMENT OFFICER, ownership code A, individual
Mar 27, 2012 to presentfactForm ADV
← BIRO, GREGG, ALEXANDEROwnerSHAREHOLDER (01/2014), PRESIDENT (10/2019), CHIEF EXECUTIVE OFFICER, ownership code A, individual
Mar 18, 2014 to presentfactForm ADV
← MASUR, MICHAEL, TEMERSONOwnerTREASURER / CHIEF COMPLIANCE OFFICER, ownership code A, individual
Mar 27, 2012 to presentfactForm ADV
← REGILIO, NICOLE, ROwnerSECRETARY, ownership code A, individual
Mar 27, 2012 to presentfactForm ADV

Owns (3)

← DAVIS, AMY, LOwnerSHAREHOLDER (01/2022) / BOARD OF DIRECTORS CHAIR, ownership code A, individual
Mar 17, 2022 to presentfactForm ADV
← PALONEN, LINDA, EMILIAOwnerSHAREHOLDER, ownership code A, individual
Jan 31, 2019 to presentfactForm ADV
← Campese, Natalie, EveOwnerSHAREHOLDER, ownership code A, individual
Mar 17, 2022 to presentfactForm ADV

Moved with (1)

→ HIGHTOWER ADVISORS, LLCRegistered adviser16 advisors, firm absorbed, same day
Jan 26, 2024 to Feb 11, 2026factForm ADV

Registered with (18)

← Michael Howard DavisAdvisorregistration: previous registration
Oct 5, 2007 to Jan 26, 2024factForm ADV
← CHRISTOPHER BLAIR DRIVERAdvisorregistration: previous registration
Sep 21, 2022 to Jan 26, 2024factForm ADV
← Kimberly Ann SterlingAdvisorregistration: previous registration
Mar 28, 2007 to Jan 26, 2024factForm ADV
← Ernest PhillipsAdvisorregistration: previous registration
Oct 5, 2007 to Jan 26, 2024factForm ADV
← STEPHEN EDWARD MACKALLAdvisorregistration: previous registration
Jun 6, 2007 to Jan 26, 2024factForm ADV
← Gregg Alexander BiroAdvisorregistration: previous registration
Sep 15, 2015 to Jan 26, 2024factForm ADV
← Amy Lynn Lasris DavisAdvisorregistration: previous registration
Aug 19, 2015 to Jan 26, 2024factForm ADV
← Michael Temerson MasurAdvisorregistration: previous registration
Sep 4, 2009 to Jan 26, 2024factForm ADV
← Nicole Anne Rutledge RegilioAdvisorregistration: previous registration
Jan 29, 2008 to Jan 26, 2024factForm ADV
← Linda PalonenAdvisorregistration: previous registration
Sep 24, 2009 to Jan 26, 2024factForm ADV
← Set CarpinteroAdvisorregistration: previous registration
Jun 7, 2022 to Jan 26, 2024factForm ADV
← Jacob Warren LandAdvisorregistration: previous registration
Jan 31, 2019 to Jan 26, 2024factForm ADV
← Nhan Thanh TranAdvisorregistration: previous registration
Aug 13, 2021 to Jan 26, 2024factForm ADV
← Joshua Michael AndrewsAdvisorregistration: previous registration
Feb 12, 2018 to Jan 26, 2024factForm ADV
← Natalie Eve CampeseAdvisorregistration: previous registration
Jun 1, 2018 to Jan 26, 2024factForm ADV
← Joellene Rae AylorAdvisorregistration: previous registration
Aug 23, 2018 to Jan 26, 2024factForm ADV
← FRANK MATTHEW GARCIAAdvisorregistration: previous registration
Nov 3, 2015 to Jan 31, 2022factForm ADV
← JENNIFER MARIE DAVISAdvisorregistration: previous registration
Jan 5, 2018 to Jul 27, 2018factForm ADV

Dated events

Occurred
Jan 26, 2024
Firm absorbed
Resource Consulting Group's advisors moved to Hightower Advisors, LLC (Orlando, FL): 16 of 16 registered, on the same day
Form ADVobserved 6 days ago
16 advisors
Occurred
Jan 26, 2024
Advisor changed firm
Set Carpintero left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Linda Palonen left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Joshua Michael Andrews left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Kimberly Ann Sterling left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Ernest Phillips left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Amy Lynn Lasris Davis left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Michael Temerson Masur left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Jacob Warren Land left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Christopher Blair Driver left Resource Consulting Group for Hightower Advisors, Llc (registered 2026-02-11)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Natalie Eve Campese left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Nhan Thanh Tran left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Joellene Rae Aylor left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Stephen Edward Mackall left Resource Consulting Group for Hightower Advisors, Llc (registered 2025-01-09)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Gregg Alexander Biro left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Nicole Anne Rutledge Regilio left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Michael Howard Davis left Resource Consulting Group for Hightower Advisors, Llc (registered 2024-01-25)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2022
Control person left
Matthew Frank Garcia (Co-Chief Investment Officer) no longer on Schedule A of Resource Consulting Group (listed 2021-12-14, absent 2022-03-17)
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Advisor changed firm
Frank Matthew Garcia left Resource Consulting Group for Frankly Finances (registered 2022-06-21)
Form ADVobserved 6 days ago
Occurred
Mar 3, 2021
Control person joined
Matthew Frank Garcia (Co-Chief Investment Officer) appeared on Schedule A of Resource Consulting Group
Form ADVobserved 6 days ago
Occurred
May 24, 2019
Control person left
Price Johnnie James (President) no longer on Schedule A of Resource Consulting Group (listed 2019-01-31, absent 2019-05-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b096017-a21d-4f78-63ad-5c077dcc01b2
First observed: Mar 27, 2012
Last observed: Mar 1, 2023 43 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RESOURCE CONSULTING GROUP

RESOURCE CONSULTING GROUP INC, CRD 105720

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b096017-a21d-4f78-63ad-5c077dcc01b2

Data as of Mar 1, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BIRO, GREGG, ALEXANDER

SHAREHOLDER (01/2014), PRESIDENT (10/2019), CHIEF EXECUTIVE OFFICER

yes

01/2022

Mar 18, 2014

Mar 1, 2023

DAVIS, MICHAEL, HOWARD

VICE PRESIDENT

yes

01/2022

Mar 27, 2012

Mar 1, 2023

MACKALL, STEPHEN, EDWARD

SHAREHOLDER, DIRECTOR OF OPERATIONS, AND CHIEF INVESTMENT OFFICER

yes

01/2011

Mar 27, 2012

Mar 1, 2023

MASUR, MICHAEL, TEMERSON

TREASURER / CHIEF COMPLIANCE OFFICER

yes

01/2007

Mar 27, 2012

Mar 1, 2023

PHILLIPS, ERNEST, EDWARD

Shareholder

yes

01/2011

Mar 27, 2012

Mar 1, 2023

REGILIO, NICOLE, R

Secretary

yes

04/2015

Mar 27, 2012

Mar 1, 2023

STERLING, KIMBERLY, ANN

VICE PRESIDENT

yes

04/2015

Mar 27, 2012

Mar 1, 2023

Campese, Natalie, Eve

Shareholder

01/2022

Mar 17, 2022

Mar 1, 2023

DAVIS, AMY, L

SHAREHOLDER (01/2022) / BOARD OF DIRECTORS CHAIR

04/2022

Mar 17, 2022

Mar 1, 2023

PALONEN, LINDA, EMILIA

Shareholder

01/2019

Jan 31, 2019

Mar 1, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 1, 2023

$2.3B

n/a

2021

Mar 17, 2022

$2.6B

n/a

2020

Mar 3, 2021

$2.2B

n/a

2019

Mar 8, 2020

$2.0B

n/a

2018

Jan 31, 2019

$1.8B

n/a

2017

Mar 29, 2018

$1.8B

n/a

2016

Mar 18, 2017

$1.5B

n/a

2015

Mar 26, 2016

$1.3B

n/a

2014

Mar 16, 2015

$1.3B

n/a

2013

Mar 18, 2014

$1.3B

n/a

2012

Mar 21, 2013

$1.0B

n/a

2011

Mar 27, 2012

$870M

$850M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$2.3B

$2.6B

-12.3%

$2.0B

4.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHTOWER ADVISORS, LLC

Jan 26, 2024

Feb 11, 2026

ORLANDO, FL

Firm absorbed

RIA to ibd

100.0%