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 registered investment adviser organized as an LLC and operating since 2018. The firm serves both high-net-worth individuals and families as well as institutional clients, and provides financial planning, portfolio management for individuals and businesses, pension consulting and manager selection. Fee arrangements include a percentage of AUM alongside hourly and fixed-fee options. Resonant describes itself as a capital allocator and reports active ESG investing practices. The firm appeared on the Financial Times Top 300 RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 145

Active vs passive

$1.7B in ETFs

Passive

64%

$1.1B

Active

30%

$594M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$177M235,81210.63%
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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