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| Keyboard |
| Resonant Capital Advisors LLC
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|---|---|
| CRD # | 298451 |
| SEC # | 801-114001 |
| CIK # | 0001803236 |
| AUM | 2,955.1 M (2026-06-15) |
| Employees | 25 (56% 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) | |
|---|---|---|---|
| Apple Inc | 27.8 | ||
| Nvidia Corp | 24.3 | ||
| Microsoft Corp | 17.6 | ||
| iShares Comex Gold Trust | 16.3 | ||
| Alphabet Inc | 13.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 0.1 |
| (b) Individuals (high net worth individuals) | 416 | 2.8 |
| (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 | 0 | 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 | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,816 | 3.0 |
| By Discretionary | ||
| Discretionary | 2,493 | 2.6 |
| Non-Discretionary | 323 | 0.4 |
| Total | 2,816 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 2,816 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803236] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 12 |
| Serves | Institutional, Retail |
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