Resolute Wealth Advisor, Inc.
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
FINTRXOverview
Resolute Wealth Advisor, Inc. is an independent, corporation-form registered investment adviser that began SEC registration in 2017. The firm is owned by an individual principal and positions itself as a capital allocator for both individual & family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not list itself as an active ESG investor and operates under a single-state registration profile.
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 Equities62%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents5%
- Private Funds2%
Contacts
3 of 3
Brayden Thomas
Associate Wealth AdvisorCRD 7774994
Ryan Geary
Associate Wealth AdvisorCRD 6751854
Scott Hohman
PresidentCRD 2365196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$200M in ETFs
65%
$129M
28%
$70.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15M | 22,968 | 7.50% |
Location
Findlay, OH
Hancock
Location
Findlay, OH
Headquartered in Findlay, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- Hancock
- Address
- 1100 E Main Cross St
- Time zone
- ET (UTC-5)
- Office locations
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