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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeAsset manager · Miami, FL
SEC-registered investment adviser · CRD 321742 · SEC 801-127144
At a glance
Sollinda Capital Management LLC is an SEC-registered investment adviser based in Miami, Florida, with $1.0 billion in regulatory assets under management as of its Form ADV filed September 8, 2026. Its largest client group by assets is other investment advisers, and it reports 1,710 individual clients. By Form ADV it is a asset manager, ranked 1,348th of 3,218 asset managers and 5,330th of 17,210 SEC-registered advisers by assets.
Main office 844-662-1211sollinda.comLinkedInAs filed on Form ADV
Hybrid RIA
Sollinda Capital Management LLC is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Andrew Rader, Christopher Jason Cowan, David Van Horn, Gavin Langley, J Andy Ingram, James Russell Beam and Marianne Brouillette.
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 2 | $471M | 46% |
| Individuals | 1,561 | $267M | 26% |
| High-net-worth individuals | 149 | $230M | 23% |
| Pension and profit sharing plans | 17 | $49M | 5% |
Sollinda Capital Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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Sollinda Capital Management LLC reports $1.0 billion in regulatory assets under management across 1,729 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 8, 2026.
Sollinda Capital Management LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
By assets, its largest client types are other investment advisers ($471 million, 2 clients); individuals ($267 million, 1,561 clients); high-net-worth individuals ($230 million, 149 clients).
Sollinda Capital Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Sollinda Capital Management LLC’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 (2026-09-08), 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 →