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 registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individual and family clients as well as institutional accounts, offering financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and institutional clients. Its fees include a percentage of assets under management as well as hourly and fixed-fee arrangements. Sollinda is not identified as an active ESG investor and is not listed as a multi-state adviser. Industry relationships reported include broker-dealers, accounting and law firms, an insurance company, and roles as sponsor/GP/managing member of pooled investment vehicles.
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 Equities82%
- Cash & Cash Equivalents12%
- US Government Bonds3%
- Public Funds/Mutual Funds2%
- State & Local Bonds1%
Owners & executives
3 of 4CHRISTOPHER COWAN
Financial Advisor, CEO, FounderCRD 4547344
WILLIAM MCCULLOUGH
Chief Market StrategistCRD 1423689
JUSTIN GREENHILL
Founder and CIOCRD 5810357
Contacts
3 of 13ANNA 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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