Wealth Manager
    SEC Registered
    Manages Private Funds

    Resonant Capital Advisors, LLC

    Registered investment advisor · Madison, Wisconsin · CRD #298451

    Assets Under Management
    $3B
    Client Accounts
    2,816
    Employees
    25
    CRD Number
    298451
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Resonant Capital Advisors, LLC

    Resonant Capital Advisors, LLC is an investment advisory firm founded in 2018, based in Madison, Wisconsin, providing financial planning and investment advisory services to institutional and high net-worth clients, with a focus on multi-generational family businesses and entrepreneurs.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Resonant Capital Advisors, LLC

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    Frequently Asked Questions

    What is Resonant Capital Advisors, LLC's AUM?

    Resonant Capital Advisors, LLC reports approximately $3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Resonant Capital Advisors, LLC headquartered?

    Resonant Capital Advisors, LLC is headquartered in Madison, Wisconsin.

    What is Resonant Capital Advisors, LLC's CRD number?

    Resonant Capital Advisors, LLC's CRD number is 298451. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Resonant Capital Advisors, LLC manage?

    Resonant Capital Advisors, LLC manages approximately 2,816 client accounts according to its latest SEC filing.

    Is Resonant Capital Advisors, LLC SEC registered?

    Yes, Resonant Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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