Sollinda Capital Management LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 321742
- Registered since
- January 10, 2023
- Website
- sollinda.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers46.31%
- Individuals26.26%
- HNWI22.59%
- Pension & Profit Sharing Plans4.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sollinda Capital Management LLC is an independent SEC‑registered investment adviser (registration noted in 2023) that serves both individual/family clients and institutional accounts. The firm provides comprehensive financial planning and a range of portfolio management services, including separately managed accounts and oversight of pooled investment vehicles, as well as advisory work for small businesses and other institutions. Its fee model includes percentage‑of‑AUM charges as well as hourly and fixed‑fee arrangements. Sollinda is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. The firm has industry linkages to broker‑dealers, accounting and law firms, insurance companies, and entities that act as sponsor/GP or managing member for pooled vehicles, which suggests it participates in or advises on sponsored investment structures in addition to client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents19%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 4
Christopher Cowan
Financial Advisor, CEO, FounderCRD 4547344

William Mccullough
Chief Market StrategistCRD 1423689

Justin Greenhill
Founder and CIOCRD 5810357
Contacts
3 of 13
Anna Winger
Financial AdvisorCRD 6190459

Ryan Mumy
Co-FounderCRD 4673615
Marianne Brouillette
President and Financial AdvisorCRD 5146282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$514M in ETFs
85%
$434M
15%
$79.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $87.2M | 865,955 | 16.96% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1111 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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