THE FINANCIAL RESOURCE CENTER, INC.

THE FINANCIAL RESOURCE CENTER, INC. of CARMEL, IN is an SEC-registered investment adviser (CRD 316747). Regulatory assets under management: $642.5M.

Registration

• CRD: 316747
• SEC file number: 801-122673
• Type: Registered investment adviser
• Location: 9640 COMMERCE DRIVE, SUITE 414, CARMEL, IN, 46032
• Phone: 317-871-8571
• Latest filing: 2026-03-27
• Regulatory AUM: $642.5M
• Non-discretionary AUM: $642.5M
• Clients: 5
• Accounts: 389

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316747 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search