CRD: 298451
Resonant Capital Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-2018
- Office Locations
- 2
Office Locations
About Resonant Capital Advisors, LLC
Resonant Capital Advisors is an independent, employee-owned, Wisconsin-based RIA and fiduciary serving individuals and families, including business owners and entrepreneurs, with team-based advice for complex situations. The firm pairs financial planning with portfolio construction and ongoing investment monitoring, delivering customized analysis and easy-to-understand reporting supported by technology tools such as Addepar.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL PENNING BLAKE
Advisor, CHIEF OPERATING OFFICER
- CRD
- #7002729
- Ownership
- Less than 5%
JILL DERR
Advisor, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
Keturah Kay Cox
Client Service Associate
- CRD
- #7186162
DAVID JOSEPH DEVITO
Advisor
- CRD
- #2977875
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,552,952,517 | $1,024,048 |
| Non-Discretionary | $402,109,629 | $1,244,921 |
| Total | $2,955,062,146 | $1,049,383 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing