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- Custodian
- Charles Schwab & Company · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2018
- Office Locations
- 6
Office Locations
About Resurgent Advisors
Resurgent Financial Advisors is a fiduciary, fee-only RIA serving affluent families, professionals, and business owners across the Southeast. The firm provides financial planning, tax optimization, portfolio management, and coordinated estate, business succession, and generational wealth planning. Portfolios commonly use ETFs and public funds. Resurgent also partners with independent advisors via affiliation or acquisition to expand its regional network.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
KIP REED CAFFEY
Chief Executive Officer, Financial Advisor, President
- CRD
- --
- Ownership
- 10% but less than 25%
KATHERINE KRAFT DECKER
Chief Financial Officer, Financial Advisor, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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GEORGE BEYLOUNI JR
Chief Compliance Officer, Financial Advisor, Manager, President
- CRD
- #1048465
STUART SOMMERVILLE CANZERI
Investment Advisor
- CRD
- #5550901
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,707,736 | $376,159 |
| Non-Discretionary | $43,987,189 | $505,600 |
| Total | $354,694,925 | $388,494 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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