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RESONANT CAPITAL ADVISORS, LLC
CRD 298451File 801-114001
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.