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RESONANT CAPITAL ADVISORS, LLC

MADISON, WI · CRD 298451 · IAPD ↗ · (608)-733-6220

$2.96BRegulatory AUM
14Advisory reps
25Employees
12Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — RESONANT CAPITAL ADVISORS, LLC reported RAUM up 33% ($2.22B -> $2.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
January 2026 — RESONANT CAPITAL ADVISORS, LLC notice-filed in AZ, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — RESONANT CAPITAL ADVISORS, LLC reported RAUM up 27% ($1.75B -> $2.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — RESONANT CAPITAL ADVISORS, LLC now reports custody of client assets ($541.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — RESONANT CAPITAL ADVISORS, LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2024 — RESONANT CAPITAL ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — RESONANT CAPITAL ADVISORS, LLC reported RAUM up 30% ($1.35B -> $1.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.