CRD: 154965
Resolve Capital Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2010
- Office Locations
- 1
Office Locations
About Resolve Capital Management LLC
Resolve Capital Management LLC is a Sioux Falls, SD RIA serving retail clients, including entrepreneurs and accredited investors. The firm provides investment management and financial planning (tax, estate and retirement planning), emphasizing portfolio construction, active management, asset allocation and risk management using ETFs, mutual funds and fixed income. It primarily custodies with Fidelity/NFS and uses tools such as Nitrogen (Riskalyze).
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DONALD GREGG OLSON
Chief Compliance Officer, Investment Advisor, Managing Member, PARTNER
- CRD
- #1948924
- Ownership
- 50% but less than 75%
ALAN LEE MILLER
Financial Advisor, General Partner, Managing Member, PARTNER
- CRD
- #3070313
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,763,667 | $240,957 |
| Non-Discretionary | $930,598 | $221,537 |
| Total | $41,694,265 | $237,426 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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