Resolute Capital provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars.
Resolute Capital reports 1,107 clients. They include 1,044 individual clients and 63 high-net-worth individuals. Of its assets, 100.0% ($301M across 2,435 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 62% |
| High-net-worth individuals | 6% | 38% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,044 | $185M | 61.7% | $178K |
| High-net-worth individuals | 63 | $115M | 38.3% | $1.83M |
| Total | 1,107 | $301M | 100% | $272K |
- Clients
- 1,044
- Regulatory AUM
- $185M
- AUM share
- 61.7%
- Avg. per client
- $178K
- Clients
- 63
- Regulatory AUM
- $115M
- AUM share
- 38.3%
- Avg. per client
- $1.83M
Total
- Clients
- 1,107
- Regulatory AUM
- $301M
- AUM share
- 100%
- Avg. per client
- $272K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Resolute Capital is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fee of $500 to $10,000 depending on the complexity of the plan and services; ongoing planning is charged monthly, and other planning fees monthly, quarterly or in full on delivery.
Matthew Dixon owns 75% or more of Resolute Capital. The leadership team of Resolute Capital includes Chief Compliance Officer Roseann Higgins. It has 31 employees, 8 of them in advisory roles.
Staff
- 31 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 insurance agents
- Owns 75% or more of Resolute Capital, LLC
Matthew Dixon
Control person · since June 2019
Resolute Capital’s regulatory assets grew 1.6× from $189M (March 2025) to $301M (July 2026); clients rose from 1,038 to 1,107 and employees from 26 to 31.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $301M | 1,107 | 31 | 4 |
| Mar 2025March 2025 | $189M | 1,038 | 26 | 1 |
Besides its headquarters, Resolute Capital has 3 offices, with 4 listed addresses across 2 states.
North Carolina · 2 listed addresses
- 1 Town Square BLVD., Asheville
- 15720 Brixham Hill Ave., Charlotte
South Carolina · 2 listed addresses
- 501 River Street, Suite 200, GreenvilleHQ
- 145 Thomas Greene BLVD, Clemson
Other business names
Resolute Capital has reported 1 other business name to the SEC.
- Trunorth Advisors
Contact and registration details
- Legal name
- Resolute Capital, LLC
- Headquarters
- 501 River Street, Suite 200, Greenville, SC 29601
- Website
- retiretrunorth.com
- Phone
- 864-800-1831
- @trunorthadvisors
- SEC file
- 801-131843
- Structure
- South Carolina LLC
- Fiscal year end
- December
Resolute Capital’s named custodian for separately managed accounts is Charles Schwab ($301M). Resolute Capital has custody of $113M for 650 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $301M100%
At year end, Resolute Capital’s separately managed accounts were mostly in stocks (83%). Its reported 13F holdings for the quarter ended 30 June 2026 total $290M across 72 positions; the largest are Vanguard Index Fds (18.7%), Wisdomtree TR (12.1%) and Wisdomtree TR (12.0%).
What the accounts hold
- Stocks83%
- Funds3%
- Bonds5%
- Cash9%
How many clients does Resolute Capital have?
Resolute Capital has 1,107 clients and manages $301 million for them, as of July 2026. They include 1,044 individual clients and 63 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026
What services does Resolute Capital offer?
Resolute Capital provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Resolute Capital use?
Resolute Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $301M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026
How many financial advisors does Resolute Capital have?
Resolute Capital has 8 investment adviser representatives registered with state securities authorities, out of 31 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Resolute Capital invest in?
At the end of its last fiscal year, Resolute Capital’s separately managed accounts held 83% exchange-traded equities, 9% cash and equivalents, 5% investment grade corporate bonds and 3% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Resolute Capital?
Resolute Capital’s direct owner is Matthew Dixon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 July 2026
How does Resolute Capital get paid?
Resolute Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Resolute Capital?
Resolute Capital’s main office is at 501 River Street, Suite 200, Greenville, SC 29601. Its phone number is 864-800-1831. Its website is retiretrunorth.com.