RESONANT CAPITAL ADVISORS, LLC

CRD 298451 · SEC 801-114001

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33 E. MAIN STREET, SUITE 440, MADISON, WI, 53703, United States

Phone

(608)-733-6220

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.96B

Discretionary AUM

$2.55B

Team

25 total employees; 14 advisory reps; 12 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT, INSTITUTIONAL AND BUSINESS CONSULTING SERVICES

Client types

Type	Clients	AUM
Individuals	193	$61.2M
High net worth individuals	416	$2.82B
Charitable organizations	5	$15.7M
Corporations/business entities	5	$38.3M

States served

AZ, CA, CO, IL, LA, NY, NC, OR, WI, TX, FL

All web addresses on file

https://facebook.com/ResonantCapitalAdvisors
http://www.resonantcapital.com
https://www.linkedin.com/company/resonant-capital

Official SEC filing: View on IAPD