Resonant Capital Advisors, Llc
- Regulatory AUM
- $3.0B
- Discretionary
- $2.6B
- Clients
- 619
- Avg AUM / client
- $4.8M
- Accounts
- 2,816
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 193 | $61.2M | 2.07% |
| High net worth individuals | 416 | $2.8B | 95.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.2M | 0.18% |
| Charitable organizations | 5 | $15.7M | 0.53% |
| Insurance companies | Fewer than 5 clients | $14.7M | 0.5% |
| Corporations and other businesses | 5 | $38.3M | 1.3% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Nathan Dickey | President, Managing Member | Oct 2018 (8y) | 25% – 50% | |
| Daniel Penning Blake | Chief Operating Officer | Oct 2018 (8y) | Less than 5% | |
| Dewey, Walter, Edward | Chief Executive Officer, Managing Member | Oct 2018 (8y) | 25% – 50% | |
| Richard Allan Thompson | Chief Investment Officer | CFP CFA | Oct 2018 (8y) | Less than 5% |
| Derr, Jill | Chief Financial Officer | Jun 2019 (7y) | Less than 5% | |
| Schmidt, Rebecca, A. | Chief Compliance Officer | Aug 2019 (7y) | Less than 5% | |
| Bradley James O'loughlin | Registered representative | CFP Chartered Financial Consultant | Dec 2018 (8y) | |
| David Joseph Devito | Registered representative | Dec 2019 (7y) | ||
| Ian Michael Joyce | Registered representative | Feb 2022 (4y) | ||
| Thomas A Marini | Registered representative | May 2022 (4y) | ||
| Logan William Knecht | Registered representative | CFP | Mar 2023 (3y) | |
| Carlton Dewey | Registered representative | Apr 2024 (2y) | ||
| Joshua Jay Zahn | Registered representative | CFP CFA | Sep 2024 (2y) | |
| Samantha Williams | Registered representative | Sep 2024 (2y) | ||
| Keturah Kay Cox | Registered representative | Aug 2025 (1y) | ||
| Colton Thomas Tubbs | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (52% of AUM) Jun 2026
- Fidelity Brokerage Services $841M (28% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗