Resolve Capital Management Llc
- Regulatory AUM
- $41.7M
- Discretionary
- $40.8M
- Clients
- 89
- Avg AUM / client
- $468K
- Accounts
- 140
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $11.5M | 27.7% |
| High net worth individuals | 31 | $30.2M | 72.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alan Lee Miller | Partner And Managing Member | Dec 2004 (22y) | ≈ 25% – 56.25% via Miller Asset Management, Inc. | |
| Miller, Rhett, Dugan | Partner And Managing Member | Mar 2007 (19y) | ≈ 12.5% – 37.5% via Miller Asset Management, Inc. | |
| Donald Gregg Olson | Partner, Managing Member And Chief Compliance Officer | Aug 2010 (16y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Miller Asset Management, Inc. | Member | Aug 2010 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Alan Lee Miller: 50% – 75% of Miller Asset Management, Inc. × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Miller, Rhett, Dugan: 25% – 50% of Miller Asset Management, Inc. × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/16/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- National Financial Services (Fidelity) $41.7M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 16, 2026.
View current Form ADV (SEC/IAPD) ↗