Resonant Capital Advisors, LLC

RIASEC RegisteredEst. 2018
Total AUM
$3B
Discretionary
$2.6B
86% of AUM
Avg account
$1M
Accounts
2,816
Employees
25
Advisory reps
14

Firm details

Headquarters
Madison, Wisconsin
CRD number
298451
Registered since
September 17, 2018
Website
www.resonantcapital.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI95.43%
  • Individuals2.07%
  • Corporations / Businesses1.3%
  • Charitable Organizations0.53%
  • Insurance Companies0.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Resonant Capital Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC that began registration in 2018. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that uses outside managers. Its advisory services cover financial planning, discretionary portfolio management for individuals and for businesses/institutions, pension consulting, and manager selection. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm self-identifies as an active ESG investor and has been recognized on the Financial Times Top 300 RIA list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 21%, Private Funds 12%, State & Local Bonds 8%, Cash & Cash Equivalents 7%, US Government Bonds 3%, Investment Grade Corp Bonds 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities21%
  • Private Funds12%
  • State & Local Bonds8%
  • Cash & Cash Equivalents7%

Owners & executives

3 of 3
  • Daniel Blake

    Daniel Blake

    Chief Operating OfficerCRD 7002729

  • Richard Thompson

    Richard Thompson

    Chief Investment OfficerCRD 2293210

  • Jill Derr

    Jill Derr

    Chief Financial Officer and DirectorCRD 7521166

Contacts

3 of 11
  • Benjamin Dickey

    Benjamin Dickey

    PresidentCRD 5631759

  • Carlton Dewey

    Carlton Dewey

    Investment AnalystCRD 7900371

  • Bradley O'loughlin

    Bradley O'loughlin

    Director of Financial PlanningCRD 6693862

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 137

Active vs passive

$1.5B in ETFs

Passive

64%

$982M

Active

31%

$552M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$158M242,08210.31%
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Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
33 E Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth