The Financial Resource Center, Inc.
● SEC registered since 2021CRD 316747SEC# 801-122673Carmel, IN
Reg. AUM
$642.5M
Employees
5
Accounts
389
Location
Carmel, IN
The Financial Resource Center, Inc. assets under management
The Financial Resource Center, Inc. is a registered investment adviser overseen by the SEC based in Carmel, IN. The firm has been registered since 2021. It reports $642.5 million in regulatory assets under management and employs 5 people.
The Financial Resource Center, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Jean Lane Control | President | Over 75% | 2021 |
| Evan Tyler Lane Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does The Financial Resource Center, Inc. manage?
The Financial Resource Center, Inc. reports $642.5 million in regulatory assets under management on its Form ADV.
How many employees does The Financial Resource Center, Inc. have?
The Financial Resource Center, Inc. reports 5 employees.
Where is The Financial Resource Center, Inc. located?
The Financial Resource Center, Inc. is based in Carmel, IN and has been SEC-registered since 2021.
Does The Financial Resource Center, Inc. disclose fund performance?
The Financial Resource Center, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9640 Commerce Drive, Suite 414, Carmel, IN 46032 |
| Phone | 317-871-8571 |
| Fax | (317) 471-0138 |
| Office hours | 9:00 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$642.5M▲ 58%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$642.5Mregulatory AUM
Discretionary $0Non-discretionary $642.5M