Wealth manager, independent · Charlottesville, VA
Solitude Financial Services, Inc.
SEC-registered investment adviser · CRD 150348 · SEC 801-117235
At a glance
Solitude Financial Services, Inc. is an SEC-registered investment adviser based in Charlottesville, Virginia, with $364 million in regulatory assets under management as of its Form ADV filed September 10, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 164 individual clients. By Form ADV it is a wealth manager, ranked 3,804th of 8,915 wealth managers and 9,248th of 17,210 SEC-registered advisers by assets.
Main office 434-218-2201solitudefinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $364M
- Rank among wealth managers
- #3,804 of 8,915
- Rank among all SEC RIAs
- #9,248 of 17,210
- Rank in Virginia
- #168 of 300
- Individual clients
- 164
- High-net-worth clients
- 133
- Accounts
- 787
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- Gene M. KowalskiPrincipal, Wealth Advisor
- Lindlee L. MilesChief Technology Officer
- Ashley J. ViceWealth Advisor
- Jennifer S. Kidd FinneranChief of Staff
- Ty W BilderbackWealth Advisor & Chief Compliance Officer
- Andrew J St. JeanWealth Advisor
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 133 | $356M | 98% |
| Individuals | 31 | $8M | 2% |
Disciplinary disclosures
Solitude Financial Services, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗solitudefinancial.com ↗
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The full record on Solitude Financial Services, Inc.
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 6,261 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Solitude Financial Services, Inc. manage?
Solitude Financial Services, Inc. reports $364 million in regulatory assets under management across 787 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 10, 2026.
What kind of firm is Solitude Financial Services, Inc.?
Solitude Financial Services, Inc. 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 Solitude Financial Services, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($356 million, 133 clients); individuals ($8 million, 31 clients).
Does Solitude Financial Services, Inc. have any disciplinary history?
Solitude Financial Services, Inc. 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 Solitude Financial Services, Inc.’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 (2026-09-10), 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 →