RESOLVE CAPITAL MANAGEMENT LLC

Overview

Resolve Capital Management LLC operates as an independent registered investment adviser serving individual and family clients. The firm combines financial planning and portfolio management with insurance brokerage services, and it acts as a capital allocator—selecting and placing client capital with third‑party managers when appropriate. Service lines include portfolio management for individuals, small businesses and institutional clients, pension consulting, selection of other advisers, and publication of client communications. The firm does not position itself as an ESG-focused manager and appears to work primarily within a regional or single‑state footprint. Resolve Capital’s operating style favors pooled public vehicles for core exposure while retaining the ability to access alternative and private strategies for clients who need diversification or yield. Fee arrangements include percentage‑of‑AUM billing alongside fixed fees, which supports both ongoing advisory relationships and project‑based planning work. The adviser’s insurance brokerage activity suggests an integrated approach to risk transfer and retirement income planning alongside investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices