Wealth manager, independent · SAN Francisco, CA
Resolute Partners Group
Resolute Advisors LLC · SEC-registered investment adviser · CRD 300326 · SEC 801-114830
At a glance
Resolute Partners Group is an SEC-registered investment adviser based in SAN Francisco, California, with $1.9 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 34 individual clients. By Form ADV it is a wealth manager, ranked 831st of 8,915 wealth managers and 3,740th of 17,210 SEC-registered advisers by assets.
Main office 415-699-0309resolutepg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among wealth managers
- #831 of 8,915
- Rank among all SEC RIAs
- #3,740 of 17,210
- Rank in California
- #426 of 1,873
- Individual clients
- 34
- High-net-worth clients
- 34
- Accounts
- 188
- Discretionary
- 75% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 6
Owners and executives on its Form ADV
- Kevin M. LutzChief Compliance Officer/managing Member/founder/managing Partner
- Ryan A McDermottManaging Member/founder/managing Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 34 | $1.7B | 88% |
| Insurance companies | 1 | $233M | 12% |
Private funds
Resolute Partners Group reports 1 private funds with $5M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Resolute Partners Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗resolutepg.com ↗
AtlasMembers
The full record on Resolute Partners Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 2,069 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Resolute Partners Group manage?
Resolute Partners Group reports $1.9 billion in regulatory assets under management across 188 accounts, 75% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Resolute Partners Group?
Resolute Partners Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Resolute Partners Group’s clients?
By assets, its largest client types are high-net-worth individuals ($1.7 billion, 34 clients); insurance companies ($233 million, 1 clients).
Does Resolute Partners Group manage private funds?
Yes. It reports 1 private funds with $5 million in gross assets, including other private funds.
Does Resolute Partners Group have any disciplinary history?
Resolute Partners Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Resolute Partners Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →