AUMdb

Resource Management Service, Llc

SEC-registered Institutional / Pension Advisor · Mid-sized ($1B–$10B) CRD 130791 · SEC file 801-62919 · Birmingham, AL · WWW.RESOURCEMGT.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$5.9B
Discretionary
$1.6B
Clients
5
Avg AUM / client
$1.2B
Accounts
14
Employees
149

AUM over time

$3.4B $5.9B
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 5 $1.5B 26.1%
Pension and profit sharing plans Fewer than 5 clients $4.1B 68.5%
Other investment advisers Fewer than 5 clients $247M 4.18%
Other Fewer than 5 clients $72.7M 1.23%

Private funds (5)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.3B combined gross assets

FundTypeDomicileGross assetsOwners
Rms Evergreen Us Forestland Fund, Lp Other Private Fund Delaware $1.1B 19
Rms Forest Growth Iii, L.P. Real Estate Fund Delaware $128M 8
Rms Forest Growth Brazil, Lp Real Estate Fund Cayman Islands $48.4M 1
Rms Forest Growth International, L.P. Real Estate Fund Cayman Islands $35.2M 4
Rms Forest Growth Iii B, L.P. Real Estate Fund Delaware $26.7M 1

People (11)

NameRole / titleCredentialsWith firm sinceOwnership
Glassco, Phillip, Larry Member Jan 2004 (23y) 5% – 10%
Russell, Benjamin, Nmn Member Mar 2006 (20y) 5% – 10%
Dubose, Dennis, Gerard Chief Compliance Officer Jul 2012 (14y) 5% – 10%
Cornish, Charles, Carroll Executive Vp, Operations Oct 2014 (12y) 10% – 25%
Lamberth, Thomas, Thompson Board Memeber Mar 2016 (10y) Less than 5%
Greer, Mary, Kay Senior Vp, Corporate Communications Aug 2016 (10y) 5% – 10%
Coffee, Louis, Mitchell Manager, Forest Planning Jul 2020 (6y) 5% – 10%
Spalding, Deborah, C. Board Member Oct 2020 (6y) Less than 5%
Blair, Craig, Franklin Chairman Of The Board Of Managers Oct 2021 (5y) 5% – 10%
Hinson, William, Alex President And Ceo Oct 2021 (5y) 5% – 10%
Pringle, Charles, Cate Executive Vp, Investments Oct 2021 (5y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
A.I. Energy Llc Member Oct 2014 A 5% – 10%
Dahl, Richard Halpin Board Member Oct 2020 A Less than 5%
Altec Ventures, Llc Member Oct 2013 B ≈ 3.75% – 10% via A.I. Energy Llc
Altec Inc. Member Mar 1999 B ≈ 2.81% – 10% via Altec Ventures, Llc

Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Altec Ventures, Llc: 75% – 100% of A.I. Energy Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
  • Altec Inc.: 75% – 100% of Altec Ventures, Llc × 75% – 100% of A.I. Energy Llc × 5% – 10% direct ≈ 2.81% – 10% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (5, $1.3B gross assets)

FundTypeGross assetsMin. investmentOwners
Rms Evergreen Us Forestland Fund, Lp Other Private Fund $1.1B $5.0M 19
Rms Forest Growth Iii, L.P. Real Estate Fund $128M $5.0M 8
Rms Forest Growth Brazil, Lp Real Estate Fund $48.4M $5.0M 1
Rms Forest Growth International, L.P. Real Estate Fund $35.2M $10.0M 4
Rms Forest Growth Iii B, L.P. Real Estate Fund $26.7M $0 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 2.18 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗