Resolute Capital, LLC

RIASEC Registered
Total AUM
$18.4M
Discretionary
$0
0% of AUM
Avg account
$1.2M
Accounts
15
Employees
5
Advisory reps
1

Firm details

Headquarters
,
CRD number
317054
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI85.09%
  • Individuals14.91%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Resolute Capital, LLC is a small, individual-owned advisory firm focused on portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and operates largely on a non-discretionary basis, which means clients retain decision authority while the adviser provides allocation recommendations and ongoing portfolio oversight. With a client roster measured in the low tens, the firm’s investment program leans toward equity-heavy, liquid instruments complemented by mutual funds and targeted allocations to real assets and energy-related alternatives. Investment style appears pragmatic and client-specific: core exposure is delivered through exchange-traded equities to preserve liquidity and cost efficiency, while mutual funds provide broad diversification and ease of implementation. Where the firm wants exposure to real assets or commodity and energy sectors it relies on third-party managers or funds rather than an internal asset-gathering platform, allowing access to specialized strategies without expanding in-house infrastructure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Cash & Cash Equivalents 17%, State & Local Bonds 14%, Private Funds 14%, Non-Investment Grade Corp Bonds 3%, Investment Grade Corp Bonds 2%, Derivatives 2%48%
  • Exchange Traded Equities48%
  • Cash & Cash Equivalents17%
  • State & Local Bonds14%
  • Private Funds14%
  • Non-Investment Grade Corp Bonds3%

Owners & executives

1 of 1
  • Emiliano Lorenzini

    Managing Member And Chief Compliance OfficerCRD 5344347

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth