Resolute Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Resolute Capital provides investment advisory and portfolio management services to individuals, high-net-worth individuals, and corporations, preparing an Investment Policy Statement (IPS) for each client and offering asset allocation, security selection, and regular portfolio monitoring. The firm accepts both discretionary and non-discretionary engagements, with a larger share of assets managed on a non-discretionary basis so clients retain authority to approve trades.
The firm develops customized strategies based on documented objectives, income, tax considerations, time horizon, and risk tolerance, and it conducts periodic account reviews at least quarterly with custodial reporting to clients. Investment analysis combines both fundamental and technical methods—using sources such as Bloomberg and regulatory filings—and strategies can range from long-term holdings to trading, short sales, margin use, and occasional private investment advice.
Compared with typical independent advisers, Resolute Capital is notable for its primarily non-discretionary asset base and a small, concentrated client roster (approximately 15 clients and about $20.7 million in AUM), which results in a more client-directed implementation model than is common among peers. The firm also documents individualized IPSs for each client, does not offer wrap-fee programs or soft-dollar arrangements, and relies on qualified custodians to deliver account statements directly to clients.
Client services
Expertise
Fee options
$250,000 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: Negotiable
Account minimum: $250,000
Main office
Key Biscayne FL
Advisors at this office
1
Most active in
Florida
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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