Resolute Wealth Advisor, Inc.

RIASEC RegisteredEst. 2017

Total AUM

$294M

Discretionary

$214M

73% of AUM

Avg account

$360K

Accounts

816

Employees

Advisory reps

Firm details

Headquarters: Findlay, Ohio
CRD number: 290349
Registered since: November 27, 2017
Website: resoluteadvisor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.22%
Corporations / Businesses27.5%
Individuals16.64%
Charitable Organizations0.57%
State / Municipal Government0.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Resolute Wealth Advisor, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2017. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator: it constructs and oversees portfolios, sources third-party managers, and selects external advisers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed fees. Resolute is not identified as an ESG-focused investor and operates as a single-state adviser under individual ownership.