# Resolute Wealth Advisor, Inc.

> Resolute Wealth Advisor, Inc. is an SEC-registered investment advisory firm in Findlay, OH, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 290349
- Filed as: RESOLUTE WEALTH ADVISOR, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Findlay, OH
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290349
- AdvisorCensus page: https://advisorcensus.com/firm/resolute-wealth-advisor-inc-findlay-oh-290349

## Quick answers

**How is Resolute Wealth Advisor, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Resolute Wealth Advisor, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Resolute Wealth Advisor, Inc. located?**
Resolute Wealth Advisor, Inc.'s principal office is in Findlay, OH, according to its Form ADV.

**Is Resolute Wealth Advisor, Inc. registered with the SEC or a state?**
Resolute Wealth Advisor, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290349.

**How much does Resolute Wealth Advisor, Inc. manage?**
Resolute Wealth Advisor, Inc. reports $293,754,297 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (73% discretionary).

**How have Resolute Wealth Advisor, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Resolute Wealth Advisor, Inc.: Regulatory assets under management: $171,070,892 in the October 2021 data and $293,754,297 in the October 2026 data, up 72%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Resolute Wealth Advisor, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (442); individuals (other than high net worth individuals) (354); corporations or other businesses not listed above (13).

**Which custodians does Resolute Wealth Advisor, Inc. use?**
Resolute Wealth Advisor, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Resolute Wealth Advisor, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290349

**Does Resolute Wealth Advisor, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "We have a minimum initial account value of $500,000 for opening accounts. We may waive this minimum, at the firm’s discretion, on a client-by-client basis."

**What changed in Resolute Wealth Advisor, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $258,423,654 to $293,754,297 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> We have a minimum initial account value of $500,000 for opening accounts. We may waive this minimum, at the firm’s discretion, on a client-by-client basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $293,754,297
- Discretionary: $214,322,209
- Non-discretionary: $79,432,088

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 354 | $48,874,247 |
| High net worth individuals | 442 | $162,198,701 |
| Charitable organizations | 5 | $1,685,236 |
| State or municipal government entities (including government pension plans) | 2 | $223,437 |
| Corporations or other businesses not listed above | 13 | $80,772,676 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MS, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- resoluteadvisor.com
- resolutewealthadvisor.com
- Facebook @resoluteadvisor
- LinkedIn @resolute-wealth-advisor
- X @resolutewealth1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $171,070,892 | 3 | May 14, 2021 |
| October 2022 | $189,786,416 | 5 | March 23, 2022 |
| October 2023 | $169,339,312 | 6 | May 4, 2023 |
| October 2024 | $199,674,818 | 6 | March 28, 2024 |
| October 2025 | $258,423,654 | 6 | March 21, 2025 |
| October 2026 | $293,754,297 | 4 | June 23, 2026 |

Regulatory assets under management: $171,070,892 in the October 2021 data and $293,754,297 in the October 2026 data, up 72%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $258,423,654 to $293,754,297 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Resolute Wealth Advisor, Inc. (CRD 290349): Form ADV filing data as of October 2026.