Resource Capital Management, LLC
SEC RegisteredQUANTITATIVE VALUE INVESTING
About the firm
Resource Capital Management, LLC is an asset management and investment advisory company specializing in the development and management of equity security portfolios. The Company utilizes a proprietary financial model employing a unique value approach to stock selection and portfolio construction. The Resource Capital strategy seeks to achieve capital appreciation and outperform key indices on an annual basis through value investing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Development and management of equity security portfolios using a proprietary quantitative value investment strategy, including the Resource Capital 60 Long Model Portfolio, with a focus on low turnover, tax efficiency, and equally weighted, diversified sector exposure.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 1 | $180k |
1 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Resource Capital Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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