RIA Intel›Advisers›Connecticut›FINANCIAL RESOURCES GROUP, LLC

FINANCIAL RESOURCES GROUP, LLC

Advisory

GLASTONBURY, CT

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in CT
#908
of 1,312 advisers by AUM
Average account
$208K
across 430 accounts
AUM per adviser
$30M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$89M
Discretionary %
95%
Clients
404
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$89M
Discretionary AUM$85M
Non-Discretionary AUM$4M
Discretionary %95%
Total Clients404
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

NSM CAPITAL MANAGEMENT LLC
GREENWICH, CT
$90M
-25.0% 1Y
CARL F. BAILEY, JR.
DANBURY, CT
$90M
CAMELOT MANAGEMENT CORPORATION
GREENWICH, CT
$88M
+0.2% 1Y
RAYLOR INVESTMENTS LLC
GREENWICH, CT
$90M
+32.6% 1Y
BRAE HEAD, INC.
ESSEX, CT
$91M
DOVER INVESTMENT MANAGEMENT LLC
GREENWICH, CT
$88M
+46.7% 1Y

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