SOLOMON INVESTMENT CONSULTING, INC.

Overview

Solomon Investment Consulting, Inc. is an independent registered investment adviser owned by an individual and focused on serving individual and family clients, with advisory services that include financial planning and portfolio management for individuals and small businesses. The firm runs largely discretionary relationships and shows a clear tilt toward publicly traded equities as its primary allocation preference. Its fee menu is flexible and includes percentage-of-AUM billing, hourly and fixed fees, and arrangements that can include performance-based compensation. The firm appears to operate a boutique, high-touch model: a small client base with relatively large average client balances suggests customized portfolios rather than mass-market products. Custody is concentrated at Charles Schwab & Co., Inc., which supports broad access to ETFs, listed equities and third-party mutual funds that fit the firm’s equity-centric approach. Solomon Investment Consulting, Inc. is not flagged as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices