Resolute Capital, LLC
RIAState Registered
Total AUM
$18.4M
Discretionary
$0
0% of AUM
Avg account
$1.2M
Accounts
15
Employees
5
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 317054
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.09%
- Individuals14.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Resolute Capital, LLC is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and serves individual and family clients rather than institutional plans. Resolute Capital reports it is not a multi-state adviser, is not an active ESG investor, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities48%
- Cash & Cash Equivalents17%
- State & Local Bonds14%
- Private Funds14%
- Non-Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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