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⚲
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| Resonant Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 298451 |
| SEC # | 801-114001 |
| CIK # | 0001803236 |
| AUM | $1.7 BB (2024-03-22) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 608-733-6220 |
| Address | 33 E Main Street Madison, WI 53703 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 16.3 | |
| MSFT | 1,918,222.4 | 15.9 | |
| IAU | 10.5 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 47.9 |
| (b) Individuals (high net worth individuals) | 297 | 1,661.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 3.5 |
| (g) Pension and profit sharing plans | 4 | 9.3 |
| (h) Charitable organizations | 3 | 13.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 11.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,981 | 1,747.9 |
| By Discretionary | ||
| Discretionary | 1,725 | 1,496.5 |
| Non-Discretionary | 256 | 251.4 |
| Total | 1,981 | 1,747.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,747.9 | |
| Total | 1,981 | 1,747.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803236] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Giverny Capital Inc
✚
|
1.8 | |
|
Slater Investments Limited
✚
|
1.8 | |
|
Durbin Bennett Private Wealth Management LLC
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|
TX | 1.8 |
|
Foundry Partners LLC
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|
OH | 1.8 |
|
CFM Advisors Inc
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|
NY | 1.7 |
|
YHB Investment Advisors Inc
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|
CT | 1.7 |
|
SAX Wealth Advisors LLC
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|
NJ | 1.7 |
|
McAdam LLC
✚
|
PA | 1.7 |
|
Boston Family Office LLC
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|
MA | 1.7 |
|
First Citizens Investor Services Inc
✚
|
NC | 1.7 |