The Financial Resource Center
The Financial Resource Center is an SEC-registered wealth manager in Carmel, IN with $642.5M assets under management (AUM, regulatory AUM), +58% over one year. See who owns The Financial Resource Center: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316747, SEC 801-122673, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $642.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Carmel, IN
- Employees
- 5
- Clients
- 247
- CRD
- 316747
- Ownership
- LANE, CAROL, JEAN; LANE, EVAN, TYLER
How much AUM does The Financial Resource Center have?
The Financial Resource Center reported $642.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns The Financial Resource Center?
Disclosed owners and executives of The Financial Resource Center include LANE, CAROL, JEAN, LANE, EVAN, TYLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.