RESOLUTE CAPITAL, LLC

CRD

304558

SEC file #

801-131843

EIN

842128397

DBA names

—

Economics

AUM

$300.8M

AUM band

$100M-$500M

AUM trajectory

'25 · $188.7M

'26 · $300.8M

'25'26

$188.7M → $300.8M▲ +59%

sec adv history

Client mix

Individuals Other	1,044
Individuals High Net Worth	63

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 10 advisors

'26 · 8 advisors

'25'26

10 advisors → 8 advisors▼ -20%

sec adv history

Primary office

GREENVILLE SC

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops

Fee basis

% of AUM

Filings

Latest ADV filing

03/06/2026

ADV-W filed at

—

Website

retiretrunorth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Dixon, Matthew, John

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

Dixon, Matthew, John

HIGGINS, ROSEANN

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

RETIRETRUNORTH.COM

Rdap Domain Creation Date

2019-10-29T16:28:20Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002069920

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-02-10

Edgar Last Filing Date

2026-05-12

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-12

Accession0001765380-26-000206

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

501 RIVER STREETSUITE 101GREENVILLE, SC 29601

Business

501 RIVER STREETSUITE 101GREENVILLE, SC 29601

Edgar EIN

842128397

Edgar Recent Filings

13F-HR2026-05-12 · 0001765380-26-000206

13F-HR2026-02-10 · 0001765380-26-000090

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-29T16:28:20Z

Rdap Domain Last Changed

2025-07-20T04:16:53Z

Rdap Nameservers

Diva.ns.cloudflare.comRenan.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

7142325

Trust Company Affiliate