Solidity Financial LLC

Overview

Solidity Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm primarily serves individual and family clients and bills for investment management on a percentage-of-AUM basis. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm operates as a single-state adviser (not multi-state), is not positioned as a capital allocator, and does not identify as an active ESG investor. Solidity runs its client relationships on a discretionary basis (its reported discretionary assets equal total assets), and its product mix and custody choices point to a relatively straightforward retail-focused wealth practice rather than a manager-of-managers or institutional allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices