RESOLUTE FINANCIAL, LLC
SEC file number 801-67898
· NEWBURYPORT, Massachusetts
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$443.8M
Discretionary AUM
$404.6M
Employees
7
Clients
24
Firm
- Address
- 102 STATE STREET
NEWBURYPORT, Massachusetts 01950-6639 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Reserve Financial, LLC Medium name-match confidence · CIK 2102322 · Wyoming
- RCB Financial Corp Medium name-match confidence · CIK 1871178 · Georgia
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · Oregon
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · New York
- Raise Financial Inc. Medium name-match confidence · CIK 2146225 · Tennessee
- Range Financial Corp Medium name-match confidence · CIK 2072545 · Michigan
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · Tennessee
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RCB Financial Corp · D · Jul 21, 2026$15M
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Raise Financial Inc. · D · Jul 17, 2026$2M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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Reserve Financial, LLC · D · Feb 17, 2026
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Reserve Financial, LLC · D · Feb 17, 2026
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Reserve Financial, LLC · D · Feb 17, 2026
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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Reserve Financial, LLC · D · Dec 22, 2025
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Range Financial Corp · D · Jun 12, 2025$10M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025