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| Happy Holidays!! thanks for using AUM13F!! |
| Resonant Capital Advisors LLC
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| CRD # | 298451 |
| SEC # | 801-114001 |
| CIK # | 0001803236 |
| AUM | $2.2 B (2025-07-16) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Phone | 608-733-6220 |
| Address | 33 E Main Street Madison, WI 53703 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.8 | ||
| Apple Inc | 18.9 | ||
| Nvidia Corp | 17.2 | ||
| iShares Comex Gold Trust | 15.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 0.1 |
| (b) Individuals (high net worth individuals) | 352 | 2.1 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,409 | 2.2 |
| By Discretionary | ||
| Discretionary | 2,114 | 1.9 |
| Non-Discretionary | 295 | 0.3 |
| Total | 2,409 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2,409 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803236] |
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|---|---|---|
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TX | 2.2 |
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FL | 2.2 |
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HI | 2.2 |
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Coho Partners Ltd
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PA | 2.2 |
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VA | 2.2 |
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VT | 2.2 |
|
Tributary Capital Management LLC
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NE | 2.2 |
|
Moody Lynn Lieberson & Walker LLC
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MA | 2.2 |