Resolute Wealth Advisor, Inc.
- Regulatory AUM
- $294M
- Discretionary
- $214M
- Clients
- 816
- Avg AUM / client
- $360K
- Accounts
- 816
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 354 | $48.9M | 16.6% |
| High net worth individuals | 442 | $162M | 55.2% |
| Charitable organizations | 5 | $1.7M | 0.57% |
| State or municipal government entities | 2 | $223K | 0.08% |
| Corporations and other businesses | 13 | $80.8M | 27.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Legacy Farmers Cooperative Savings And Retirement Plan Legacy Farmers Cooperative | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Jeffrey Hohman | Cco, President | CFP | Oct 2017 (9y) | 75% or more |
| Ryan Geary | Registered representative | CFP | Sep 2022 (4y) | |
| Brayden Allan Thomas | Registered representative | Nov 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Legacy Farmers Cooperative Savings And Retirement Plan | Legacy Farmers Cooperative | 122 | $19.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 899 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $220M (75% of AUM) Jun 2026
- Principal Securities, Inc. $41.7M (25% of AUM) May 2023
- Alerus Retirement And Benefits $19.7M (16% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗