Overview
Assets Under Management: $133 million
Headquarters: NORFOLK, VA
High-Net-Worth Clients: 46
Average Client Assets: $1.7 million
Frequently Asked Questions
RESOURCE 1, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115816), RESOURCE 1, INC. is subject to fiduciary duty under federal law.
RESOURCE 1, INC. is headquartered in NORFOLK, VA.
RESOURCE 1, INC. serves 46 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, RESOURCE 1, INC. offers portfolio management for individuals. View all service details ↓
RESOURCE 1, INC. manages $133 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, RESOURCE 1, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.36%
Average Client Assets: $1.7 million
Total Client Accounts: 116
Discretionary Accounts: 116
Regulatory Filings
CRD Number: 115816
Filing ID: 2064234
Last Filing Date: 2026-03-04 08:54:27