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Resurgent Advisors

Updated today

Client assets under management

$350,210,668

Clients

379

22% high-net-worth

Advisors

7

of 20 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

54

Typical

Average account size

$924,039

About

Resurgent Financial Advisors is a seven-advisor team managing roughly $355 million that serves individuals and families, high net worth clients, trusts, estates, charitable organizations, corporations and other business entities. The firm provides financial planning, ongoing investment management, analysis and monitoring, and also advises on legacy positions, retirement planning, tax optimization and cash flow planning.

Investment decisions are guided primarily by fundamental analysis and implemented through mutual funds, ETFs, selected Sub‑Advisors, and, where appropriate, individual securities, REITs and privately placed alternative investments. Resurgent manages accounts on both a discretionary and non‑discretionary basis, develops investment policy statements with clients, and offers participant account management for held‑away employer retirement plan accounts using the third‑party Pontera platform.

Compared with many peer teams, Resurgent maintains a multi‑office footprint (ten offices) and has recently disclosed material changes in its ADV, including an update to its main office and the addition of Participant Account Management Services. The brochure also notes the firm’s use of Sub‑Advisors and the firm’s advisors’ capacity to sell insurance products, which may introduce additional compensation streams that clients should consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments

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Fee options

Fixed

Fixed fees may be charged for financial planning services; specific amounts not stated.

Percentage

Up to 2.25% annually (tiered, negotiable)

Commissions

Insurance commissions earned by licensed investment advisors; amounts not specified.

Project-based

Hourly fees may be charged for financial planning services; specific rates not stated.

Other

Fee-only: Fixed or hourly fees for financial planning services; specific amounts not stated in brochure.

Main office location

Resurgent Advisors

600 Embassy Row, Suite 108

Atlanta GA 30328, United States

Number of offices

10

Most active in

California · Florida · Georgia · Kentucky · Michigan · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David H

Series 66

Atlanta, GA

Resurgent Advisors

David Hughes is a financial advisor at Resurgent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms including Fiduciary Alliance, Capital Asset Advisory Services, and Peachtree College Planning. Outside of his advisory role, he is involved in college planning, conducting informational classes to assist students with school selection. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management services. The firm’s investment process is based on fundamental analysis and tailored to each client, with portfolios typically constructed from mutual funds, ETFs, and allocations to independent Sub-Advisors.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Stuart C

Series 63, Series 65

Atlanta, GA

Resurgent Advisors

Stuart Canzeri is a financial advisor at Resurgent Advisors in Atlanta, GA, with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory roles, he is a partner at Peachtree College Planning, where he conducts informational classes on college admissions and financial aid strategies. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and investment management services. The firm employs a fundamental analysis approach tailored to clients through investment policy statements and ongoing portfolio monitoring.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Encompass Financial Advisors LLC. Outside of advising, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services tailored through fundamental analysis and ongoing portfolio monitoring. The firm manages assets using mutual funds, ETFs, and independent Sub-Advisors on both discretionary and non-discretionary bases.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Matthew P

Series 65

Chapel Hill, NC

Resurgent Advisors

Matthew Pohlman is a financial advisor at Resurgent Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at Resurgent Financial Advisors LLC since 2021, following nine years at East Franklin Capital. Outside of his advisory role, he serves as a financial officer and board member of Pohlman CPA, PA, where he provides annual review and management guidance unrelated to investment activities. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management services tailored to each client. The firm’s investment approach is based on fundamental analysis, with portfolios typically composed of mutual funds, ETFs, and allocations to independent sub-advisors, managed on both discretionary and non-discretionary bases.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Daniel T

CFP®

Greenville, NC

Resurgent Advisors

Daniel Taylor is a CFP® professional with nine years of industry experience, currently serving at Resurgent Advisors. He previously worked at Great Lakes Atlantic Wealth Management and Advisory Partners, Raymond James Financial Services Advisors Inc., and Wells Fargo. Outside of his advisory role, Taylor is involved in several community and nonprofit activities, including serving as chairman of the Farmville Dogwood Festival town board and teaching as an adjunct instructor at Pitt Community College. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and investment management services. The firm’s investment approach combines fundamental analysis with client-specific investment policy statements, utilizing mutual funds, ETFs, and independent Sub-Advisors to manage assets on both discretionary and non-discretionary bases.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

William G

Series 63, Series 66

Fennville, MI

Resurgent Advisors

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Resurgent Financial Advisors in 2020. Outside of finance, he operates a fine art photography business exhibiting in galleries and museums. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, incorporating mutual funds, ETFs, and independent Sub-Advisors with ongoing monitoring.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

James H

Series 66

Atlanta, GA

Resurgent Advisors

James Hamilton III is a financial advisor at Resurgent Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Raymond James & Associates from 2013 to 2026. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, typically including mutual funds, ETFs, and allocations to independent Sub-Advisors.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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