# Resolved Financial

> Resolved Financial is a state-registered investment advisory firm in Winston Salem, NC, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 169862
- Filed as: RESOLVED FINANCIAL
- Legal name: Dixon and Company Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winston Salem, NC
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169862
- AdvisorCensus page: https://advisorcensus.com/firm/resolved-financial-winston-salem-nc-169862

## Quick answers

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

**Where is Resolved Financial located?**
Resolved Financial's principal office is in Winston Salem, NC, according to its Form ADV.

**Is Resolved Financial registered with the SEC or a state?**
Resolved Financial is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169862.

**How much does Resolved Financial manage?**
Resolved Financial reports $61,423,955 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (99% discretionary).

**What types of clients does Resolved Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (219); pension and profit sharing plans (but not the plan participants or government pension plans) (39); high net worth individuals (25).

**Does Resolved Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169862

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,423,955
- Discretionary: $60,808,559
- Non-discretionary: $615,396

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 219 | $28,164,630 |
| High net worth individuals | 25 | $32,265,539 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 39 | $993,786 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2013 (12 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchor.fm/thefinancialedgepodcast
- dixonwm.com
- resolvedfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Resolved Financial (CRD 169862): Form ADV filing data as of October 2026.