AdvisorCensus / Financial advisors / Mississippi / Jackson / Resolute Wealth Strategies, LLC
Resolute Wealth Strategies, LLC is an SEC-registered investment advisory firm in Jackson, MS, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is Resolute Wealth Strategies, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Resolute Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Resolute Wealth Strategies, LLC located?
Resolute Wealth Strategies, LLC's principal office is in Jackson, MS, according to its Form ADV.
Is Resolute Wealth Strategies, LLC registered with the SEC or a state?
Resolute Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318599.
How much does Resolute Wealth Strategies, LLC manage?
Resolute Wealth Strategies, LLC reports $387,579,769 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).
How have Resolute Wealth Strategies, LLC's assets and staff changed since 2022?
In the Form ADV data for Resolute Wealth Strategies, LLC: Regulatory assets under management: $0 in the October 2022 data and $387,579,769 in the October 2026 data. Total employees: 5 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Resolute Wealth Strategies, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144); high net worth individuals (135); pension and profit sharing plans (but not the plan participants or government pension plans) (11).
Which custodians does Resolute Wealth Strategies, LLC use?
Resolute Wealth Strategies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets.
Does Resolute Wealth Strategies, LLC 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/318599
Does Resolute Wealth Strategies, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 20, 2026 says: "RWS does not impose a minimum portfolio size or a minimum initial investment to open an account."
What changed in Resolute Wealth Strategies, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $316,112,978 to $387,579,769 (+23%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
RWS does not impose a minimum portfolio size or a minimum initial investment to open an account.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$387,579,769 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $387,579,769 | 7 | March 20, 2026 |
| October 2025 | $316,112,978 | 5 | April 22, 2025 |
| October 2024 | $259,163,720 | 5 | May 16, 2024 |
| October 2023 | $227,966,725 | 5 | August 24, 2023 |
| October 2022 | $0 | 5 | July 7, 2022 |
Regulatory assets under management: $0 in the October 2022 data and $387,579,769 in the October 2026 data.
Total employees: 5 in October 2022 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $316,112,978 to $387,579,769 (+23%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Resolute Wealth Strategies, LLC (CRD 318599): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/resolute-wealth-strategies-llc-jackson-ms-318599