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RESONANT CAPITAL ADVISORS, LLC
CRD 298451File 801-114001
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.96B
Top 25% of cohort (national)
Discretionary AUM
$2.55B
Non-discretionary $402.1M
Clients
619
2,816 accounts
Employees
25
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 17, 2018
- Principal office
- 33 E. MAIN STREET, SUITE 440, MADISON, WI, 53703
- Phone
- (608)-733-6220
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.96B
- Discretionary AUM
- $2.55B
- Non-discretionary AUM
- $402.1M
- Discretionary accounts
- 2,493
- Non-discretionary accounts
- 323
- Total accounts
- 2,816
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $38.3M |
| Insurance companies | Fewer than 5 | $14.7M |
| Charitable organizations | 5 | $15.7M |
| High net worth individuals | 416 | $2.82B |
| Pension and profit sharing plans | Fewer than 5 | $5.2M |
| Individuals (other than high net worth individuals) | 193 | $61.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | 22 | 25 | increased by3 |
| Apr 1, 2026 | Clients | 539 | 619 | increased by80 |
| Apr 1, 2026 | AUM | $2,216,682,348 | $2,955,062,146 | increased by$738,379,798 |
| Apr 1, 2026 | Accounts | 2,409 | 2,816 | increased by407 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 22 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 322 | 539 | increased by217 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,200,725,135 | $2,216,682,348 | increased by$1,015,957,213 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,425 | 2,409 | increased by984 |
| Jul 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 267 | 322 | increased by55 |
| Apr 1, 2022 | AUM | $840,115,168 | $1,200,725,135 | increased by$360,609,967 |
| Apr 1, 2022 | Accounts | 2,151 | 1,425 | decreased by726 |
| Mar 1, 2022 | Employees | 10 | 11 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RESONANT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RESONANT CAPITAL” 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.