Resolve Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Resolve Capital Management provides advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary portfolio management, one‑time financial planning, and qualified retirement plan consulting tailored to each client’s stated objectives.
The firm’s investment approach emphasizes diversified asset allocation across multiple asset classes and investment styles, typically using mutual funds, ETFs, fixed income, equities and alternatives, and generally does not rely on market timing. Most accounts are managed on a discretionary basis through the Fidelity Institutional Wealth Services platform, and the firm may recommend unaffiliated sub‑advisers to manage portions of client assets when appropriate.
A few features distinguish Resolve from many peers: the firm may publish newsletters and provide periodic economic overviews to clients, and it integrates financial planning into managed accounts without a separate charge in many cases. Several associated persons are separately licensed insurance agents who can implement insurance transactions for clients; the brochure discloses that these insurance activities occupy a small portion of their time and may involve separate compensation in their agent capacity.
Client services
Expertise
Fee options
Financial planning fixed fees typically range between $500 and $5,000
$0 - $250,000: 1.60% annually $250,001 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.20% annually $1,000,001 - $2,500,000: 1.00% annually Over $2,500,001+: 0.80% annually
Minimum fee: Minimum annual fee of $3,000 for Qualified Retirement Plan Consulting Services
Main office
3500 S Phillips Avenue, Suite 200
Sioux Falls SD 57105
Advisors at this office
2
Most active in
South Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Donald O
Series 63, Series 65
Sioux Falls, SD
Resolve Capital Management LLC
Donald Olson is a financial advisor at Resolve Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Resolve Capital Management since 2010. The firm provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Resolve Capital Management emphasizes diversified asset allocation across multiple asset classes and investment styles, managing most accounts on a discretionary basis and integrating financial planning into managed accounts without a separate charge in many cases.
Alan M
Series 63, Series 65
Sioux Falls, SD
Resolve Capital Management LLC
Alan Miller is a financial advisor at Resolve Capital Management LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Resolve Capital Management since 2010. Resolve Capital Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm emphasizes diversified asset allocation across multiple asset classes and investment styles, typically managing accounts on a discretionary basis through the Fidelity Institutional Wealth Services platform.
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