Resolute Capital, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Cash & Cash Equivalents17%
- State & Local Bonds14%
- Private Funds14%
- Non-Investment Grade Corp Bonds3%
Owners & executives
1 of 1Emiliano Lorenzini
Managing Member And Chief Compliance OfficerCRD 5344347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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