Firm profile

RESOLUTE WEALTH ADVISOR, INC.

FINDLAY, OHCRD 290349Latest ADV March 24, 2026

Resolute Wealth Advisor, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Findlay, OH. Its latest Form ADV filing, dated March 24, 2026, reports $294M in regulatory assets under management, 4 employees, and 816 accounts.

Assets Under Management
$294M
Employees
4
Offices
--
Total Clients
816
Primary office
FINDLAY, OH
1100 EAST MAIN CROSS STREET, SUITE 157, FINDLAY, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOScott J. Hohman

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
442
2
Individuals
43.4%
354
3
Corporations
1.6%
13
4
Charitable
0.6%
5
5
Government
0.2%
2
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$294Mas of March 24, 2026
Discretionary73.0%
$214M
73% of total RAUM73.0%
Non-discretionary27.0%
$79M
27% of total RAUM27.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$294M
Total Accounts816
10Y AUM Change+$294M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee204:1
10Y Employee Change+2 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.