RESOURCE PLANNING GROUP

HTTP://WWW.LINKEDIN.COM/COMPANY/RESOURCE-PLANNING-GROUP/ ATLANTA, GA Investment Advisor How do I update this listing?

Resource Planning Group is based out of Atlanta. Resource Planning Group is a large advisory firm with 469 clients and discretionary assets under management (AUM) of $331,696,290 (Form ADV from 2018-09-01). Their last reported 13F filing for Q2 2019 included $170,107,000 in managed 13F securities and a top 10 holdings concentration of 71.55%. Resource Planning Group's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 280,595. Whalewisdom has at least 4 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $170.107 Million
  • Prior Market Value $151.333 Million
  • New Purchases9 stocks
  • Additional Purchases26 stocks
  • Sold out of0 stocks
  • Reduced holdings in15 stocks
  • Top 10 Holdings % 71.55 %
  • Turnover % [1]:15.52%
  • Turnover Alt % [2]: 10.26 %
  • Time Held Top20:2.45 quarters
  • Time Held Top10:2.20 quarters
  • Time Held All:2.29 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.35%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RESOURCE PLANNING GROUP, LTD.
10 GLENLAKE PARKWAY SOUTH TOWER SUITE 150
ATLANTA GA    30328
Country: United States

Business Phone: 770-671-9500
Fax: 770-671-1272
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: GA
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 109,014,000
Total Number of Clients: 469
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

RESOURCE PLANNING GROUP, LTD.

ownership team - last updated 2019-02-13
Name Title Start Date Direct/Indirect % Ownership
HOWARD, JOHN, ELSON SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR 07/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR direct 2010-07-01
HOWARD JOHN ELSON OWNER direct 1991-01-01 2002-04-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 1991-01-01 2005-03-29
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/CEO direct 1991-01-01 2010-03-18
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO direct 2010-07-01 2016-03-30
HOWARD, GEORGIA, FINKLEA SHAREHOLDER 02/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2001-02-01
LINA, JASON, DAVID SHAREHOLDER/LEAD ADVISOR/PARTNER/COO 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/LEAD ADVISOR/PARTNER/COO direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2016-06-01
LINA, JASON, DAVID CHIEF COMPLIANCE OFFICER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/LEAD ADVISOR/PARTNER/COO direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2016-06-01
EVANS, JOHN, D. SHAREHOLDER/PARTNER/ADVISOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/PARTNER/ADVISOR direct 2016-01-01

RESOURCE PLANNING GROUP, LTD.

ownership team - last updated 2018-12-03
Name Title Start Date Direct/Indirect % Ownership
HOWARD, JOHN, ELSON SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR 07/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR direct 2010-07-01
HOWARD JOHN ELSON OWNER direct 1991-01-01 2002-04-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 1991-01-01 2005-03-29
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/CEO direct 1991-01-01 2010-03-18
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO direct 2010-07-01 2016-03-30
HOWARD, GEORGIA, FINKLEA SHAREHOLDER 02/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2001-02-01
LINA, JASON, DAVID SHAREHOLDER/LEAD ADVISOR/PARTNER/COO 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/LEAD ADVISOR/PARTNER/COO direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2016-06-01
LINA, JASON, DAVID CHIEF COMPLIANCE OFFICER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/LEAD ADVISOR/PARTNER/COO direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2016-06-01
EVANS, JOHN, D. SHAREHOLDER/PARTNER/ADVISOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/PARTNER/ADVISOR direct 2016-01-01

RESOURCE PLANNING GROUP, LTD.

ownership team - last updated 2018-06-19
Name Title Start Date Direct/Indirect % Ownership
HOWARD, JOHN, ELSON SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR 07/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR direct 2010-07-01
HOWARD JOHN ELSON OWNER direct 1991-01-01 2002-04-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 1991-01-01 2005-03-29
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/CEO direct 1991-01-01 2010-03-18
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO direct 2010-07-01 2016-03-30
HOWARD, GEORGIA, FINKLEA SHAREHOLDER 02/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2001-02-01
LINA, JASON, DAVID SHAREHOLDER/LEAD ADVISOR/PARTNER/COO 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/LEAD ADVISOR/PARTNER/COO direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2016-06-01
LINA, JASON, DAVID CHIEF COMPLIANCE OFFICER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/LEAD ADVISOR/PARTNER/COO direct 2016-01-01
RESOURCE PLANNING GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2016-06-01
EVANS, JOHN, D. SHAREHOLDER/PARTNER/ADVISOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RESOURCE PLANNING GROUP, LTD. SHAREHOLDER/PARTNER/ADVISOR direct 2016-01-01

Elevate your investments