RIA Intel›Advisers›Iowa›SUCCESSFUL RESOURCE MANAGEMENT, LLC

SUCCESSFUL RESOURCE MANAGEMENT, LLC

Advisory

JOHNSTON, IA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in IA
#151
of 154 advisers by AUM
AUM change, 1 year
-31.2%
9th percentile in IA
AUM CAGR, 3 year
-22.8%
compound annual growth
Average account
$227K
across 191 accounts
AUM per adviser
$43M
1 advisers
Filing history
34
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$43M
1-Year AUM Growth
-31.2%
3-Year CAGR
-22.8%
Employees
2
Assets Under Management
Total AUM$43M
Discretionary AUM$43M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients111
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingApr 19, 2001
Latest FilingMar 6, 2026
Full AUM trend chart and 34 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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