Resolute Wealth Advisor provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Resolute Wealth Advisor reports 816 clients. They include 442 high-net-worth individuals, 354 individual clients, and 13 corporations and other businesses. Of its assets, 73.0% ($214M across 801 accounts) are managed with discretion; $79.4M across 15 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 17% |
| High-net-worth individuals | 54% | 55% |
| Charitable organizations | <1% | <1% |
| State or municipal government entities | <1% | <1% |
| Corporations and other businesses | 2% | 27% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 354 | $48.9M | 16.6% | $138K |
| High-net-worth individuals | 442 | $162M | 55.2% | $367K |
| Charitable organizations | 5 | $1.69M | 0.6% | $337K |
| State or municipal government entities | Fewer than 5 | $223K | 0.1% | $112K |
| Corporations and other businesses | 13 | $80.8M | 27.5% | $6.21M |
| Total | 816 | $294M | 100% | — |
- Clients
- 354
- Regulatory AUM
- $48.9M
- AUM share
- 16.6%
- Avg. per client
- $138K
- Clients
- 442
- Regulatory AUM
- $162M
- AUM share
- 55.2%
- Avg. per client
- $367K
- Clients
- 5
- Regulatory AUM
- $1.69M
- AUM share
- 0.6%
- Avg. per client
- $337K
- Clients
- Fewer than 5
- Regulatory AUM
- $223K
- AUM share
- 0.1%
- Avg. per client
- $112K
- Clients
- 13
- Regulatory AUM
- $80.8M
- AUM share
- 27.5%
- Avg. per client
- $6.21M
Total
- Clients
- 816
- Regulatory AUM
- $294M
- AUM share
- 100%
- Avg. per client
- —
- 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 Wealth Advisor charges 0.20%–1.00% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fees range from $2,500 to $15,000 and are negotiable.
Scott Hohman owns 75% or more of Resolute Wealth Advisor. The leadership team of Resolute Wealth Advisor includes President Scott Hohman. It has 4 employees, 3 of them in advisory roles.
Leadership
- Scott HohmanCCO, President
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Ryan Geary
- Scott Jeffrey Hohman
- Brayden Allan Thomas
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 75% or more of Resolute Wealth Advisor, Inc.
Scott Hohman
Control person · since October 2017
Resolute Wealth Advisor’s regulatory assets grew 1.7× from $171M (May 2021) to $294M (June 2026); clients rose from 275 to 816 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $294M | 816 | 4 | 1 |
| March 2025 | $258M | 366 | 6 | 1 |
| March 2024 | $200M | 313 | 6 | 1 |
| May 2023 | $169M | 285 | 6 | 1 |
| March 2022 | $190M | 261 | 5 | 1 |
| May 2021 | $171M | 275 | 3 | 1 |
Besides its headquarters, Resolute Wealth Advisor has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 1100 East Main Cross Street, Suite 157, FindlayHQ
Contact and registration details
- Legal name
- Resolute Wealth Advisor, Inc.
- Headquarters
- 1100 East Main Cross Street, Suite 157, Findlay, OH 45840
- Website
- resoluteadvisor.com
- Phone
- 419-422-4400
- @resolute-wealth-advisor
- SEC file
- 801-112074
- Structure
- Ohio corporation
- Fiscal year end
- December
Resolute Wealth Advisor uses Charles Schwab ($220M) as custodian for its separately managed accounts. Resolute Wealth Advisor has custody of $75.1M in client assets for 253 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $220M100%
At year end, Resolute Wealth Advisor’s separately managed accounts were mostly in stocks (62%) and funds (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $176M across 78 positions; the largest are iShares TR (8.5%), iShares TR (6.7%) and iShares TR (6.5%).
What the accounts hold
- Stocks62%
- Funds33%
- Registered funds31%
- Pooled vehicles2%
- Cash5%
Reported 13F holdings
- $176M
- Reported 13F value
- 78
- Positions
- 54.8%
- In the 10 largest
- −0.0%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF8.5%
- iShares TR · Core Univrsl Usd6.7%
- iShares TR · S&P 500 Val ETF6.5%
- Trust For Professional Manag · Activepassive US6.2%
- iShares TR · S&P 500 Grwt ETF6.0%
- Blackrock ETF Trust · iShares US Equit5.7%
- iShares Inc. · Core MSCI Emkt5.1%
- iShares TR · Eafe Value ETF4.5%
- iShares TR · Eafe Grwth ETF2.8%
- Blackrock ETF Trust · Isha I IN TE ETF2.8%
Together, the ten largest are 54.8% of reported value.
How many clients does Resolute Wealth Advisor have?
Resolute Wealth Advisor has 816 clients and manages $294 million for them, as of June 2026. They include 442 high-net-worth individuals, 354 individual clients, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026
What services does Resolute Wealth Advisor offer?
Resolute Wealth Advisor provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Resolute Wealth Advisor charge?
Resolute Wealth Advisor charges 0.20%–1.00% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Source: 2A BROCHURE, filed 24 March 2026
Which custodians does Resolute Wealth Advisor use?
Resolute Wealth Advisor’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $220M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026
How many financial advisors does Resolute Wealth Advisor have?
Resolute Wealth Advisor has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Wealth Advisor invest in?
At the end of its last fiscal year, Resolute Wealth Advisor’s separately managed accounts held 62% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Resolute Wealth Advisor have a minimum investment?
Yes, Resolute Wealth Advisor’s minimum account size for its Investment Management is $500K.
Source: 2A BROCHURE, filed 24 March 2026
Who owns Resolute Wealth Advisor?
Resolute Wealth Advisor’s direct owner is Scott Hohman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 June 2026
How does Resolute Wealth Advisor get paid?
Resolute Wealth Advisor is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Wealth Advisor?
Resolute Wealth Advisor’s main office is at 1100 East Main Cross Street, Suite 157, Findlay, OH 45840. Its phone number is 419-422-4400. Its website is resoluteadvisor.com.