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RESOLVE ASSET MANAGEMENT INC.
CRD 175361File 801-107065
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$70.2M
Bottom 25% of cohort (national)
Discretionary AUM
$70.2M
Clients
1
3 accounts
Employees
14
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 7, 2016
- Principal office
- 401 BAY STREET, 16TH FLOOR, TORONTO, M5H 2Y4
- Phone
- 416-572-5474
- Website
- https://investresolve.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $70.2M
- Discretionary AUM
- $70.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $70.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $44.2M |
| High net worth individuals | Fewer than 5 | $26.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Clients | 3 | 1 | decreased by2 |
| Apr 1, 2026 | AUM | $93,848,476 | $70,154,134 | decreased by$23,694,342 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 3 | decreased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $126,779,905 | $93,848,476 | decreased by$32,931,429 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 41 | 3 | decreased by38 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 51 | 41 | decreased by10 |
| Apr 1, 2022 | AUM | $109,059,244 | $126,779,905 | increased by$17,720,661 |
| Apr 1, 2022 | Accounts | 54 | 41 | decreased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RESOLVE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RESOLVE ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.