Sollinda Capital Management LLC

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Total assets under management

$909,386,653

Total clients

1,489

7% high-net worth

Total advisors

of 18 employees

Firm size

Multi Team

Average clients per advisor

106

Average account size

$610,737

Client services

Financial planning Portfolio management

Fee options

Percentage

up to 2.25% annually

Commissions

Commission-based compensation paid to certain Investment Adviser Representatives in their separate capacity as registered representatives of broker-dealers and as insurance agents; includes commissions and 12b-1 fees for insurance and securities products.

Other

Fee-only: Advisory Fee up to 2.25% annually; $4.00 monthly maintenance fee (waivable)

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Sollinda Capital Management LLC

1111 Brickell Ave, 10 Th Floor, Suite 68

Miami FL 33131, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 8446621211

Advisors at this firm

William M

Series 63, Series 65

Miami, FL

Sollinda Capital Management LLC

Christopher C

Series 63, Series 66

Savannah, GA

Sollinda Capital Management LLC

Andrew R

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Howard W

Series 65

Bentonville, AR

Sollinda Capital Management LLC

Ryan M

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

William S

Series 66

Guyton, GA

Sollinda Capital Management LLC

Richard J

Series 63, Series 65

Miami, FL

Sollinda Capital Management LLC

David V

Series 66

Miami, FL

Sollinda Capital Management LLC

Marianne B

Series 63, Series 65

Savannah, GA

Sollinda Capital Management LLC

Gordon J

Series 65

Little Rock, AR

Sollinda Capital Management LLC

Anna W

CFP®

Hickory, NC

Sollinda Capital Management LLC

Amber H

Series 65

Midland, GA

Sollinda Capital Management LLC

Kenneth C

Series 63, Series 65

Savanah, GA

Sollinda Capital Management LLC

Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

Justin G

Series 65

Miami, FL

Sollinda Capital Management LLC

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