SOLIDITY FINANCIAL LLC

Overview

Solidity Financial LLC is an independent registered investment adviser organized as an LLC that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a concentrated, mutual fund–centric investment program: nearly all assets are held in public funds, which it uses as the primary vehicle to deliver equity, fixed-income and balanced exposure. Solidity is not positioned as an ESG-focused manager, does not operate as a capital allocator, and does not present itself as a pension consultant or multi-state adviser. The firm lists an affiliation with an accounting professional, indicating regular coordination with tax and accounting advisors as part of client service. Solidity’s advisory model is percentage-of-AUM and operates with full discretionary authority for the assets it manages. Its client base and account mix suggest a boutique, client-facing practice that emphasizes model-driven portfolios built from mutual funds rather than direct-stock or large-scale alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices