SOLTIS INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2010

Total AUM

$12B

Discretionary

$12B

100% of AUM

Avg account

$2.2M

Accounts

5,414

Employees

121

Advisory reps

Firm details

Headquarters: St George, Utah
CRD number: 154690
Registered since: September 20, 2010
Website: soltisadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI53.81%
Pension & Profit Sharing Plans39.17%
Individuals3.3%
Charitable Organizations2.38%
Corporations / Businesses1.35%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Soltis Investment Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family clients and institutional accounts. The firm is organized as an LLC and has been SEC-registered since 2010. It provides a range of advisory services—financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and educational workshops—and charges fees by percentage of AUM, fixed fees and in some cases performance-based arrangements. Soltis is not positioned as an ESG-focused manager. The firm has received industry recognition on multiple occasions, including appearances on Citywire’s "50 Growers Across America" lists (2022 and 2025) and AdvisorHub’s "50 RIA Firms to Watch" in 2026.