Investment adviser · CRD 316747
THE FINANCIAL RESOURCE CENTER
Investment adviser filing (IA)
THE FINANCIAL RESOURCE CENTER, INC.
CARMEL, IN, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $642M Form ADV · Item 5.F
- Client accounts
- 389 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | Fewer than 5 | $521,650,465 | 81.2% |
| Individuals | 237 | $103,916,923 | 16.2% |
| Retirement plans | 5 | $13,511,324 | 2.1% |
| Corporations & businesses | Fewer than 5 | $3,402,651 | 0.5% |
Filing source
Form ADV 2132095 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9640 COMMERCE DRIVE, SUITE 414CARMEL, IN, 46032, United States
CRD 316747
Filing source
Form ADV 2132095 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.