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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 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Resonant Capital Advisors have?","answer":"Resonant Capital Advisors has 13 investment adviser representatives registered with state securities authorities, out of 25 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Resonant Capital Advisors invest in?","answer":"At the end of its last fiscal year, Resonant Capital Advisors’ separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 12% pooled vehicles (private funds and similar), 8% state and local bonds, 7% cash and equivalents, 3% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Resonant Capital Advisors?","answer":"Resonant Capital Advisors is owned through a chain of holding companies by Benjamin Dickey. Its direct owner is Rca Intermediate, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Resonant Capital Advisors get paid?","answer":"Resonant Capital Advisors 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Resonant Capital Advisors registered with the SEC?","answer":"Yes, Resonant Capital Advisors has been registered with the SEC as an investment adviser since 17 September 2018. 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