Resolute Capital, LLC

Resolute Capital serves individual clients — including high‑net‑worth individuals — and a range of entities such as family offices, trusts, estates and private foundations, providing discretionary portfolio management, financial planning and sub‑advisory services to other investment advisers. The firm also offers educational workshops and seminars at no charge to clients and prospective clients.

Investment strategies are developed using modern portfolio theory and are tailored to each client’s goals, risk tolerance, time horizon and tax considerations, with a general emphasis on long‑term management while permitting shorter‑term trades when appropriate. Accounts are managed on a discretionary basis, reviewed at least quarterly, and clients may impose reasonable restrictions that the firm will accept if they do not materially impair the strategy.

Noteworthy aspects disclosed in the brochure include that the owner and other financial professionals are licensed insurance agents and that the owner operates an affiliated insurance agency, a structure that generates commission‑based compensation separate from advisory fees and is identified as a potential conflict of interest. The firm also discloses a 2024 civil action involving a firm principal related to prior insurance advisory services that was resolved by settlement in 2025, and it provides sub‑advisory portfolio management in addition to its educational programs.