# Resonant Capital Advisors, LLC

> Resonant Capital Advisors, LLC is an SEC-registered investment advisory firm in Madison, WI, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 298451
- Filed as: RESONANT CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298451
- AdvisorCensus page: https://advisorcensus.com/firm/resonant-capital-advisors-llc-madison-wi-298451

## Quick answers

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

**Where is Resonant Capital Advisors, LLC located?**
Resonant Capital Advisors, LLC's principal office is in Madison, WI, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Resonant Capital Advisors, LLC registered with the SEC or a state?**
Resonant Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298451.

**How much does Resonant Capital Advisors, LLC manage?**
Resonant Capital Advisors, LLC reports $2,955,062,146 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (86% discretionary).

**How have Resonant Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Resonant Capital Advisors, LLC: Regulatory assets under management: $840,115,168 in the October 2021 data and $2,955,062,146 in the October 2026 data, up 252%. Total employees: 10 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Resonant Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (416); individuals (other than high net worth individuals) (193); charitable organizations (5).

**Which custodians does Resonant Capital Advisors, LLC use?**
Resonant Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Resonant Capital Advisors, 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/298451

**Does Resonant Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 4, 2026 says: "Resonant does not maintain a stated minimum investment value to open an account."

**What changed in Resonant Capital Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 June 4, 2026)

- Account minimum: None

> Resonant does not maintain a stated minimum investment value to open an account.

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.
- Fidelity Brokerage Services LLC

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: $2,955,062,146
- Discretionary: $2,552,952,517
- Non-discretionary: $402,109,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 193 | $61,206,117 |
| High net worth individuals | 416 | $2,819,895,883 |
| 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) | Fewer than 5 | $5,220,278 |
| Charitable organizations | 5 | $15,696,699 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $14,729,241 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $38,313,928 |
| Other | 0 | $0 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 25 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, LA, NC, NY, OR, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Brookfield, WI

### Websites listed on Form ADV (Item 1.I)
- resonantcapital.com
- Facebook @ResonantCapitalAdvisors
- LinkedIn @resonant-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $840,115,168 | 10 | September 3, 2021 |
| October 2022 | $1,200,725,135 | 13 | June 7, 2022 |
| October 2023 | $1,345,426,552 | 17 | March 22, 2023 |
| October 2024 | $1,747,858,866 | 19 | March 22, 2024 |
| October 2025 | $2,216,682,348 | 22 | July 16, 2025 |
| October 2026 | $2,955,062,146 | 25 | June 15, 2026 |

Regulatory assets under management: $840,115,168 in the October 2021 data and $2,955,062,146 in the October 2026 data, up 252%.
Total employees: 10 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $2,216,682,348 to $2,955,062,146 (+33%).
- Added an office in Brookfield, WI.
- No longer lists an office in Brookfield;, WI.

### January 2026
- Registered or notice-filed in AZ, OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Resonant Capital Advisors, LLC (CRD 298451): Form ADV filing data as of October 2026.