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Director · Soltis Investment Advisors, LLC

Clive P. Cholerton

CRD 2870774 · Named on Form ADV at one SEC-registered adviser

At a glance

Soltis Investment Advisors, LLC, an SEC-registered wealth manager based in St. George, UT with $12.0 billion in regulatory assets, lists Clive P. Cholerton on its Form ADV as Director.

Firms and roles

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Clive’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Clive on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Clive’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.