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Resonant Capital Advisors, LLC

● SEC registered since 2018CRD 298451SEC# 801-114001Madison, WI
Export (members)
Reg. AUM
$2.96B
Employees
25
Accounts
2,816
Location
Madison, WI

Resonant Capital Advisors, LLC assets under management

Resonant Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Madison, WI. The firm has been registered since 2018. It reports $3 billion in regulatory assets under management and employs 25 people.

Resonant Capital Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Benjamin Nathan Dickey ControlPresident, Chief Executive Officer, Chief Compliance Officer, And Rca Intermediate, Llc Board MemberUnder 5%2025
Daniel Penning Blake ControlChief Operating Officer, Rca Intermediate, Llc Board MemberUnder 5%2025
Jill DerrChief Financial OfficerUnder 5%2019
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Frequently asked questions

How much does Resonant Capital Advisors, LLC manage?

Resonant Capital Advisors, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Resonant Capital Advisors, LLC have?

Resonant Capital Advisors, LLC reports 25 employees.

Where is Resonant Capital Advisors, LLC located?

Resonant Capital Advisors, LLC is based in Madison, WI and has been SEC-registered since 2018.

Does Resonant Capital Advisors, LLC disclose fund performance?

Resonant Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address33 E. Main Street, Suite 440, Madison, WI 53703
Phone(608)-733-6220
Office hours7:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1803236
Discloses disciplinary historyNo

Regulatory AUM

$2.96B▲ 33%
Mar '25 — $2.22BApr '25 — $2.22BMay '25 — $2.22BJun '25 — $2.22BJul '25 — $2.22BAug '25 — $2.22BSep '25 — $2.22BOct '25 — $2.22BNov '25 — $2.22BDec '25 — $2.22BJan '26 — $2.22BFeb '26 — $2.22BMar '26 — $2.96BApr '26 — $2.96BMay '26 — $2.96BJun '26 — $2.96B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$2.96Bregulatory AUM
Discretionary $2.55BNon-discretionary $402.1M