Soltis Investment Advisors, LLC

RIASEC Registered

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 limited liability company that provides advisory and portfolio management services to both individual/family and institutional clients. The firm is registered with the SEC (registration year 2010) and describes itself as a capital allocator, combining traditional advisory work with selection of third‑party managers. Its fee arrangements include percentage‑of‑AUM billing, fixed fees, and performance‑based fees. Core service lines listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, manager selection, and educational workshops. The firm does not present itself as an active ESG investor. Soltis has been recognized in industry coverage: it appeared on Citywire’s “50 Growers Across America” lists in 2022, 2025 and 2026, and on AdvisorHub’s “50 RIA Firms to Watch” in 2026.