RESOLUTE WEALTH STRATEGIES, LLC

CRD

318599

SEC file #

801-125835

EIN

000000000

DBA names

—

Economics

AUM

$387.6M

AUM band

$100M-$500M

AUM trajectory

'23 · $187.8M

'25 · $316.1M

'26 · $387.6M

'23'26

$187.8M → $387.6M▲ +106%

sec adv history

Client mix

Individuals Other	144
Individuals High Net Worth	135
Pension Profit Sharing Plans	11
Corporations	9
Charitable Organizations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 3 advisors

'25 · 4 advisors

'26 · 5 advisors

'23'26

3 advisors → 5 advisors▲ +67%

sec adv history

Primary office

JACKSON MS

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/20/2026

ADV-W filed at

—

Website

theresoluteadvisor.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BURNETT, PHILLIP, CROWELL

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

BURNETT, PHILLIP, CROWELL

ALLEY, CHARLES, WARWICK

Solo Advisor Indicator

Succession Risk Solo Owner

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

THERESOLUTEADVISOR.COM

Rdap Domain Creation Date

2021-12-01T16:13:11Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001973981

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-05-04

Edgar Last Filing Date

2026-05-07

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-07

Accession0001765380-26-000188

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2471

Soi Zip Pct 200k Plus

0.1084

Soi Zip Returns 200k Plus

1,220

Soi Zip Total AGI

1,305,636

Fdic Zip Total Deposits

26,971,197,000

Fdic Zip Branch Count

479

Fdic Zip Top Banks

Trustmark National Bank

FIRST COMMERCIAL BANK

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

4400 OLD CANTON ROADSUITE 210JACKSON, MS 39211

Business

4400 OLD CANTON ROADSUITE 210JACKSON, MS 39211

Edgar EIN

000000000

Edgar Recent Filings

13F-HR2026-05-07 · 0001765380-26-000188

13F-HR2026-02-06 · 0001765380-26-000078

Fdic Zip Branches Raw

Peoples Bank of MississippiJackson, MS

Bank of MississippiJackson, MS

Fdic Zip HHI

1209.07

Fdic Zip Top Bank Share Pct

21.56

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-01T16:13:11Z

Rdap Domain Last Changed

2025-12-02T13:30:55Z

Rdap Nameservers

Ns39.domaincontrol.comNs40.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	42,714
Returns	3,200

Stub 2

AGI	101,250
Returns	2,770

Stub 3

AGI	94,017
Returns	1,540

Soi Zip Total Business Income

42,121

Soi Zip Total Cap Gains

122,866

Soi Zip Total Dividends

80,483

Soi Zip Total Returns

11,250

Top Owner CRD

1573765

Trust Company Affiliate