S
Solid Investment Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,600,654
Clients
7
14% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$514,379
About
Solid Investment Advisory LLC provides discretionary asset management to individual clients, offering ongoing portfolio management and tailored investment strategies. The firm charges percentage-of-assets fees and does not require a minimum account size, consistent with common practices for small independent advisors.
The firm bases recommendations on fundamental analysis and implements client-specific strategies that can include long‑term holdings, short‑term trades, and periodic rebalancing; clients may impose written restrictions such as socially conscious investment limits. Solid Investment Advisory may subscribe client accounts to model portfolios through the Altruist LLC Model Marketplace and exercises discretionary trading authority while delivering quarterly account reviews.
Notable distinctions include the firm’s recent formation in 2023 and its very small client base and asset base, with advisory and supervisory duties concentrated in the sole owner, James R. Dorsett, who also serves as chief compliance officer. Operationally, the firm requires use of the Altruist custodial platform, passes through any Model Marketplace fees charged by Altruist, and does not routinely vote client proxies (clients receive proxy materials directly).
Client services
Portfolio management
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
$0 - $250,000: 1.50% annually $250,000.01 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01+: 0.75% annually
Main office location
Solid Investment Advisory LLC
Indianapolis IN, United States
Number of offices
1
Most active in
Solid Investment Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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