RESOLUTE CAPITAL, LLC
Firm details
- Headquarters
- GREENVILLE, South Carolina
- CRD number
- 304558
- Registered since
- January 21, 2025
- Website
- resolutecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.65%
- HNWI38.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Resolute Capital, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and offers a mix of financial planning and portfolio management services, with additional outreach through newsletters and educational seminars. Resolute also operates as an insurance broker, which informs its use of insurance products within client solutions. The adviser registered with the SEC in 2025 and is owned by an individual; it does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds3%
Owners & executives
1 of 1Matthew Dixon
CEO and Financial AdvisorCRD 7142325
Contacts
3 of 9Braden Weems
Advisory AnalystCRD 7955222
JULIE WORLEY
Strategic AdvisorCRD 6433337
Adam Taylor
Investment Adviser RepresentativeCRD 7720574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$229M in ETFs
73%
$168M
25%
$61M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $44.4M | 74,376 | 19.37% |
Location
GREENVILLE, SC
GREENVILLE
Location
GREENVILLE, SC
Headquartered in GREENVILLE, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- GREENVILLE
- Address
- 501 River St
- Time zone
- ET (UTC-5)
- Office locations
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