Resolute Capital, Llc
- Regulatory AUM
- $301M
- Discretionary
- $301M
- Clients
- 1,107
- Avg AUM / client
- $272K
- Accounts
- 2,435
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,044 | $185M | 61.7% |
| High net worth individuals | 63 | $115M | 38.3% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew John Dixon | Managing Member | Jun 2019 (7y) | 75% or more | |
| Higgins, Roseann | Chief Compliance Officer | Dec 2024 (2y) | Less than 5% | |
| Byron Paul Hurren | Registered representative | May 2022 (4y) | ||
| Adam Troy Taylor | Registered representative | Jun 2023 (3y) | ||
| Julie Ann Worley | Registered representative | Feb 2024 (3y) | ||
| Joshua Ord | Registered representative | Nov 2024 (2y) | ||
| Braden Scott Weems | Registered representative | Mar 2025 (1y) | ||
| Jeffrey Lindsey | Registered representative | Jul 2025 (1y) | ||
| Louis Jacob Porter | Registered representative | Jan 2026 (1y) | ||
| Brandon Casas | Registered representative | Mar 2026 (0y) | ||
| Nathaniel K Unger | Registered representative | Jun 2026 (0y) | ||
| Timothy Alan Trier | Registered representative | Jun 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $301M (100% of AUM) Jul 2026
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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗