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
15

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 that began SEC registration in 2018 and operates as a limited liability company. The firm positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. Resonant charges clients via percentage of AUM, hourly fees and fixed fees. The firm reports active engagement with environmental, social and governance factors. It also maintains an industry linkage with accounting professionals. Resonant was named among the Financial Times’ Top 300 RIA Firms 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 4

  • REBECCA SCHMIDT

    Chief Compliance OfficerCRD 7165053

  • DANIEL BLAKE

    Chief Operating OfficerCRD 7002729

  • RICHARD THOMPSON

    Chief Investment OfficerCRD 2293210

Unlock 1 more executives →

Contacts

3 of 11

  • BENJAMIN DICKEY

    PresidentCRD 5631759

  • Carlton Dewey

    Investment AnalystCRD 7900371

  • 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%
Unlock additional holdings →

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

Similar firms

THOMPSON INVESTMENT MANAGEMENT, INC.

RIA

MADISON, WI

AUM $3.1BTEAM 17REPS 7

BAKER TILLY WEALTH MANAGEMENT, LLC

RIA

MADISON, WI

AUM $4.6BTEAM 32REPS 30

MADISON ASSET MANAGEMENT

RIA

MADISON, WI

AUM $4.9BTEAM 92REPS 8

Isthmus Partners, LLC

RIA

MADISON, WI

AUM $1.4BTEAM 17REPS 13

GOLDSTEIN ADVISORS, LLC

RIA

MADISON, WI

AUM $1.1BTEAM 19REPS 9

MADISON INVESTMENT ADVISORS, LLC

RIA

MADISON, WI

AUM $13.8BTEAM 92REPS 29
More RIAs in MADISON →All Wisconsin RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth