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Resolute Wealth Advisor, Inc.

Resolute Wealth Advisor, Inc.. CRD 290349

Resolute Wealth Advisor, Inc. logo

CRD: 290349

Resolute Wealth Advisor, Inc.

$293.8M Total AUM
$214.3M Disc. AUM
19.6% 3Y CAGR
4 Employees
816 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
11-27-2017
Office Locations
1

Office Locations

1100 East Main Cross Street Suite 157 Findlay OH

About Resolute Wealth Advisor, Inc.

Resolute Wealth Advisor is a Findlay, Ohio-based RIA serving Northern Ohio families and business owners with multigenerational planning. The team delivers retirement distribution, tax-aware financial planning, business succession and legacy transfer work, plus customized portfolio management—often using ETFs and mutual funds with access to private/alternative investments. Custody is primarily at Charles Schwab.

Team overview

53 AVG AGE
$97.9M AVG AUM / ADVISOR
$360.0K AVG AUM / CLIENT
5.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age

Insights

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Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

SCOTT JEFFREY HOHMAN

SCOTT JEFFREY HOHMAN

Chief Compliance Officer, President

CRD
#2365196
Ownership
75% or more
Available
Available
Available

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Contacts

RYAN GEARY

RYAN GEARY

Wealth Advisor

CRD
#6751854
Available
Available
Available
BRAYDEN ALLAN THOMAS

BRAYDEN ALLAN THOMAS

Wealth Advisor

CRD
#7774994
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-23-2022
05-04-2023
03-28-2024
03-21-2025
06-23-2026
Category Assets AVG. Account size
Discretionary $214,322,209 $267,568
Non-Discretionary $79,432,088 $5,295,473
Total $293,754,297 $359,993

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Private Funds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Private Funds Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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