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Resource 1, Inc.

CRD 115816SEC# 801-123616Norfolk, VA
Export (members)
No longer SEC-registered. Resource 1, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$132.7M
Employees
2
Accounts
116
Location
Norfolk, VA

Resource 1, Inc. assets under management

Resource 1, Inc. is an SEC-registered investment adviser based in Norfolk, VA. It reports $132.7 million in regulatory assets under management and employs 2 people.

Resource 1, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Matthew Thomas HoeslyOwner10-25%2017
Michelle Louise Hoesly ControlChief Compliance OfficerOver 75%2007
Michelle Louise Hoesly ControlPresidentOver 75%2007

Frequently asked questions

How much does Resource 1, Inc. manage?

Resource 1, Inc. reports $132.7 million in regulatory assets under management on its Form ADV.

How many employees does Resource 1, Inc. have?

Resource 1, Inc. reports 2 employees.

Where is Resource 1, Inc. located?

Resource 1, Inc. is based in Norfolk, VA.

Does Resource 1, Inc. disclose fund performance?

Resource 1, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address999 Waterside Dr, Suite 435, Norfolk, VA 23510
Office hours8:30 a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$132.7M▲ 10%
Mar '25 — $120.3MApr '25 — $120.3MMay '25 — $120.3MJun '25 — $120.3MJul '25 — $120.3MAug '25 — $120.3MSep '25 — $120.3MOct '25 — $120.3MNov '25 — $120.3MDec '25 — $120.3MJan '26 — $120.3MFeb '26 — $120.3MMar '26 — $132.7MApr '26 — $132.7MMay '26 — $132.7MJun '26 — $132.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$132.7Mregulatory AUM
Discretionary $132.7M