Matthew Pohlman
Resurgent Advisors · Chapel Hill, North Carolina
Matthew Pohlman is a fee-only financial advisor at Resurgent Advisors in Chapel Hill, North Carolina. Resurgent Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Resurgent Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $354.7M across 913 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 5653115 |
| Exams passed | Series 65 (2009) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | encompassadvising.net |
How Matthew's firm compares
- Resurgent Advisors's average account is about $388,000, from its Form ADV (assets managed divided by 913 accounts).
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Questions about Matthew
Is Matthew Pohlman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Resurgent Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Resurgent Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Pohlman based?
Matthew Pohlman is based in Chapel Hill, North Carolina.
Is Matthew Pohlman registered with the SEC?
Yes. Matthew Pohlman is registered as an investment adviser representative in NC and TX (CRD 5653115), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Resurgent Advisors manage?
Resurgent Advisors reports $354.7M across 913 accounts in assets under management.
How do I contact Matthew Pohlman?
Through Matthew's website, encompassadvising.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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