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 that came under SEC registration in 2017. The firm is individually owned and positions itself as a capital allocator for both individual & family clients and select institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services listed on the firm’s registration are financial planning, portfolio management for individuals and small businesses, pension consulting (as an offered service), and the selection of other advisers. Resolute reports affiliations with an accountant and an insurance company. The firm does not identify as an active ESG investor.