DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Resource Management Service, LLC
Latest filing Mar 31, 2026
First filing on the tape Apr 3, 2012 · 24 filings
SEC status approved since Feb 20, 2004
RAUM
$5.9B
reported, Item 5.F
Discretionary
27%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
149
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$5.9B as of Mar 31, 2026
Apr 3, 2012$3.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 3, 20120 then
Employees (5.A)149 as of Mar 31, 2026
Mar 28, 2013149 then
Private funds5 as of Mar 31, 2026
Apr 3, 20122 then
RAUM +11% over the last fiscal year+6.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $423MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 27%derivedof RAUM
- Institutional
- 69%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $143M, 12 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$4.1B69%
- Pooled investment vehicles$1.5B26%
- Other investment advisers$247M4.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $143M for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.3 institutional_share=0.69 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Rms Evergreen US Forestland Fund, LP | Other Private Fund | $1.1B | 19 | Mar 30, 2016 |
| Rms Opportunity Fund I, LPno longer reported | Real Estate Fund | $402M | 12 | Apr 3, 2012 |
| Rms Forest Growth III, L.P. | Real Estate Fund | $128M | 8 | Mar 28, 2013 |
| Rms Forest Growth II, LPno longer reported | Real Estate Fund | $112M | 5 | Apr 3, 2012 |
| Rms Australian Forests Fund I, LPno longer reported | Real Estate Fund | $105M | 5 | Mar 30, 2016 |
| Rms Forest Growth Brazil, LP | Real Estate Fund | $48.4M | 1 | Mar 31, 2015 |
| Rms Forest Growth International, L.P. | Real Estate Fund | $35.2M | 4 | Apr 25, 2013 |
| Rms Forest Growth III-B, L.P. | Real Estate Fund | $26.7M | 1 | Mar 28, 2013 |
| Rms Forest Growth China, L.P.no longer reported | Real Estate Fund | $331,795 | 3 | Apr 25, 2013 |
Owners and control persons
Schedule A and B, latest filing
- Franklin Craig Blair · Chairman Of The Board Of Managerscontrolsince 10/2021 · owns 5% to 10%
- Carroll Charles Cornish · Executive Vp, Operationscontrolsince 10/2014 · owns 10% to 25%
- Richard Halpin Dahl · Board Membercontrolsince 10/2020 · owns less than 5%
- Gerard Dennis Dubose · Chief Compliance Officercontrolsince 07/2012 · owns 5% to 10%
- Kay Mary Greer · Senior Vp, Corporate Communicationscontrolsince 08/2016 · owns 5% to 10%
- Alex William Hinson · President And Ceocontrolsince 10/2021 · owns 5% to 10%
- Thompson Thomas Lamberth · Board Memebercontrolsince 03/2016 · owns less than 5%
- Cate Charles Pringle · Executive Vp, Investmentscontrolsince 10/2021 · owns less than 5%
- C. Deborah Spalding · Board Membercontrolsince 10/2020 · owns less than 5%
- Mitchell Louis Coffee · Manager, Forest Planningsince 07/2020 · owns 5% to 10%
- Larry Phillip Glassco · Membersince 01/2004 · owns 5% to 10%
- Nmn Benjamin Russell · Membersince 03/2006 · owns 5% to 10%
Entity owners
- Altec Inc. · Memberindirect · owns 75% or more of Altec Ventures, LLC
- Altec Ventures, LLC · Memberindirect · owns 75% or more of A.I. Energy LLC
- A.I. Energy LLC · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Avondale Timberlands, LLCy
- Rms Brazil Fund Gp, Ltdpooled vehicle sponsory
- Rms Evergreen Gp LLCpooled vehicle sponsory
- Rms International Fund Gp, Ltdpooled vehicle sponsory
- Rms Lakeview Gp, LLCy
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 18 to 13Jul 31, 2025 to Mar 31, 2026
- Assets in custody · $81.2M to $143MJul 31, 2025 to Mar 31, 2026
- Employees · 155 to 149Jul 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.4B to $1.6BJul 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $3.9B to $4.3BJul 31, 2025 to Mar 31, 2026
- Pension RAUM · $3.7B to $4.1BJul 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.3B to $1.5BJul 31, 2025 to Mar 31, 2026
- RAUM · $5.3B to $5.9BJul 31, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 31, 2025
- Accounts · 13 to 14Mar 26, 2024 to Mar 28, 2025
- Assets in custody · $74.2M to $81.2MMar 26, 2024 to Mar 28, 2025
- Employees · 161 to 155Mar 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.4B to $1.4BMar 26, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $3.8B to $3.9BMar 26, 2024 to Mar 28, 2025
- Pension RAUM · $3.7B to $3.7BMar 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.3B to $1.3BMar 26, 2024 to Mar 28, 2025
- RAUM · $5.2B to $5.3BMar 26, 2024 to Mar 28, 2025
- Advisory employees · 17 to 18May 22, 2023 to Mar 26, 2024
- Assets in custody · $64.7M to $74.2MMay 22, 2023 to Mar 26, 2024
- Employees · 159 to 161May 22, 2023 to Mar 26, 2024
- Discretionary RAUM · $1.3B to $1.4BMay 22, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $3.6B to $3.8BMay 22, 2023 to Mar 26, 2024
- Pension RAUM · $3.4B to $3.7BMay 22, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $1.3B to $1.3BMay 22, 2023 to Mar 26, 2024
- RAUM · $4.9B to $5.2BMay 22, 2023 to Mar 26, 2024
- Advisory employees · 15 to 17Mar 31, 2022 to Mar 22, 2023
- Assets in custody · $76.6M to $64.7MMar 31, 2022 to Mar 22, 2023
- Employees · 157 to 159Mar 31, 2022 to Mar 22, 2023
- Discretionary RAUM · $1.2B to $1.3BMar 31, 2022 to Mar 22, 2023
- Non-discretionary RAUM · $3.3B to $3.6BMar 31, 2022 to Mar 22, 2023
- Pension RAUM · $3.2B to $3.4BMar 31, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $1.1B to $1.3BMar 31, 2022 to Mar 22, 2023
- RAUM · $4.5B to $4.9BMar 31, 2022 to Mar 22, 2023
- Advisory employees · 11 to 15Mar 30, 2021 to Mar 31, 2022
- Assets in custody · $59.3M to $76.6MMar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $4.1B to $1.2BMar 30, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $122M to $3.3BMar 30, 2021 to Mar 31, 2022
- Pension RAUM · $1.2B to $3.2BMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.1B to $1.1BMar 30, 2021 to Mar 31, 2022
- RAUM · $4.2B to $4.5BMar 30, 2021 to Mar 31, 2022
Signals
13 dated events
- Thompson Thomas Lamberth (Board Memeber) appeared on Schedule A of Resource Management Service, LlcMay 22, 2023 · Control person joined · fact
- Richard Halpin Dahl (Board Member) appeared on Schedule A of Resource Management Service, LlcMay 22, 2023 · Control person joined · fact
- C. Deborah Spalding (Board Member) appeared on Schedule A of Resource Management Service, LlcMay 22, 2023 · Control person joined · fact
- Franklin Jimmy Bullock (Senior Vp, Forest Sustainability) no longer on Schedule A of Resource Management Service, Llc (listed 2022-03-31, absent 2023-03-22)Mar 22, 2023 · Control person left · inference
- Todd Christopher Nicholson (Vice President, Investments) no longer on Schedule A of Resource Management Service, Llc (listed 2022-03-31, absent 2023-03-22)Mar 22, 2023 · Control person left · inference
- Kent Rodney Howell (Senior Vice President, Resource Planning) no longer on Schedule A of Resource Management Service, Llc (listed 2022-03-31, absent 2023-03-22)Mar 22, 2023 · Control person left · inference
- Welles Thomas Goodrich (Executive Vp, Corporate Development) no longer on Schedule A of Resource Management Service, Llc (listed 2022-03-31, absent 2023-03-22)Mar 22, 2023 · Control person left · inference
- Donald Bruce Easton (Executive Vp, Asia Pacific Operations) no longer on Schedule A of Resource Management Service, Llc (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Welles Thomas Goodrich (Executive Vp, Corporate Development) appeared on Schedule A of Resource Management Service, LlcMar 30, 2020 · Control person joined · fact
- L. Edwin Sweeten (Executive Vp, Acquisitions & Land Sales) no longer on Schedule A of Resource Management Service, Llc (listed 2018-04-17, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Todd Christopher Nicholson (Senior Manager Of Investment Accounting) appeared on Schedule A of Resource Management Service, LlcMar 29, 2019 · Control person joined · fact
- Kent Rodney Howell (Senior Vice President, Resource Planning) appeared on Schedule A of Resource Management Service, LlcMar 29, 2019 · Control person joined · fact
- Cate Charles Pringle (Vice President, Investments) appeared on Schedule A of Resource Management Service, LlcMar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Resource Management Service, LLC · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/RESOURCE-MANAGEMENT-SERVICE-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- RESOURCEMGT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 205-991-9516reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Resource Management Service, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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