Multi-Family OfficeRIA · CRD 298451SEC-Registered

Updated:

Resonant Capital Advisors, LLC

Resonant Capital Advisors, LLC is an SEC-registered investment adviser in Madison, WI, registered since 2018. The firm manages $3.0 billion in assets, with...

Resonant Capital Advisors, LLC

Resonant Capital Advisors, LLC is an SEC-registered investment adviser in Madison, WI, registered since 2018. The firm manages $3.0 billion in assets, with $2.6 billion on a discretionary basis. It has 25 employees and 14 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

US

City

Madison

Corporate office

Unknown, United States

Frequently asked questions

Who runs investment decisions at Resonant Capital Advisors?

The principals of Resonant Capital Advisors have not been named in public records, so the investment decision-makers are unknown. The firm's multi-family office structure suggests a team of advisors manages allocations across families, but individual names are undisclosed.

Is Resonant Capital Advisors structured as a single family office or a multi-family office?

The firm is a multi-family office (MFO), which means it serves multiple families rather than a single family. This structure allows pooled investment resources and shared administrative services, but the specific number of families served is not public.

What investment strategies does Resonant Capital typically employ?

Without public disclosures, the firm likely employs a diversified strategy across public equities, fixed income, and alternative assets. Many MFOs in its category integrate direct investments alongside traditional manager allocations, but no confirmed asset class mix is available.

Does Resonant Capital participate in direct deals or fund commitments only?

The firm's model probably includes both fund investments and direct co-investments, a common MFO approach. However, no specific deals or commitments have been publicly attributed to Resonant Capital.

Where does the underlying wealth for Resonant Capital's clients come from?

The wealth origin of the families served by Resonant Capital has not been publicly disclosed. The firm operates discreetly, with no information about the industries or sources of capital for its clients.

What sectors or asset classes does Resonant Capital explicitly avoid?

There are no public statements from the firm regarding sectors it avoids. Without disclosed investment parameters, it is unclear whether exclusions exist for specific industries like tobacco, weapons, or fossil fuels.

How does Resonant Capital source proprietary deal flow?

The firm's deal-sourcing mechanism is not documented. Multi-family offices often leverage networks of advisors, co-investors, and external managers, but specific sourcing channels for Resonant Capital remain unknown.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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