Sollinda Capital Management LLC logo

Sollinda Capital Management LLC

Updated today

Client assets under management

$496,509,581

Clients

1,710

9% high-net-worth

Advisors

16

of 20 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

107

Very High

Average account size

$290,356

About

Sollinda Capital Management LLC is a discretionary investment adviser that provides ongoing portfolio management and financial planning services to individuals (including high-net-worth clients) and profit-sharing plans. As of December 31, 2025, the firm reported approximately $1.016 billion in regulatory assets under management and also offers tailored programs without a stated account minimum.

The firm uses a range of systematic and discretionary strategies — including Core, Tactical, Active Risk-Focused Equity and Income, Enhanced S&P 500, Global/Domestic Rotation, and Global Thematic Trend — and employs charting, cyclical, fundamental, quantitative, and technical analysis. Portfolios are generally constructed with ETFs, mutual funds, fixed income and real estate funds, and certain strategies may use leveraged ETFs or invest in alternative and pooled vehicles; SCM typically seeks discretionary authority to implement client-specific allocations.

Sollinda’s business model includes several features that are less common among multi-team firms: it provides sub‑advisory services to other RIAs and manages a portfolio for FrontWave Partners LP (a hedge fund tied to an owner), and multiple investment adviser representatives also maintain other professional roles — including CPA licensure and a separate law practice — while some are registered representatives and licensed insurance agents. The brochure discloses these overlapping roles and related conflicts (and mitigation steps such as not offering the hedge fund to other clients), which distinguishes its mix of advisory, sub‑advisory, and affiliated professional services.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Passive / index investing Tax-loss harvesting Annuities

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Fee options

Commissions

Commission-based compensation received by certain IARs acting as registered representatives of broker-dealers and insurance agents (commissions on securities and fixed insurance products)

Other

Minimum fee: $4.00 per month maintenance fee (may be waived at discretion)

Main office location

Sollinda Capital Management LLC

1111 Brickell Ave, 10 Th Floor, Suite 68

Miami FL 33131, United States

Number of offices

8

Most active in

Alabama · Arkansas · California · Colorado · Florida · Georgia · Maryland · Massachusetts · Michigan · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William M

Series 63, Series 65

Roland, AR

Sollinda Capital Management LLC

William Mccullough is a financial advisor at Sollinda Capital Management LLC with 13 years of industry experience. Prior to joining Sollinda in 2024, he worked for Dell Technologies for 10 years. He operates MCCULLOUGH FINANCIAL GROUP, LLC, a sole proprietorship focused on investment activities. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary strategies and uses a range of liquid public securities, managing accounts primarily on a discretionary basis with attention to allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Christopher C

Series 63, Series 66

Savannah, GA

Sollinda Capital Management LLC

Christopher Cowan is a financial advisor at Sollinda Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Saxony Securities, Inc., Capital Investment Advisory Services, LLC, Capital Investment Group, Inc., and Investors Capital Corp. Outside of his advisory work, he is involved in honey sales and guided fishing and hunting trips through Cowan Farms. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans, while also acting as a sub-advisor to other registered investment advisers. The firm employs multiple proprietary investment strategies and manages accounts primarily using liquid public securities with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Andrew R

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Andrew Rader is a CFP® with 13 years of experience in financial advising. He is currently with Sollinda Capital Management LLC and has previously worked at Capital Investment Group, Inc. and PNC Investments. Outside of advising, he is the owner of an LLC focused on residential rental property. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, and also serves as a sub-advisor to other registered investment advisers. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Howard W

Series 65

Bentonville, AR

Sollinda Capital Management LLC

Howard Whatley is a financial advisor at Sollinda Capital Management LLC with a Series 65 credential and one year of industry experience. He is also an attorney and sole owner of Generations Legal Group, a legal services firm, and operates The Elder Law Coach, a business providing legal training and mentoring to attorneys in elder law. Additionally, he is a partner in Artisan Wines and Spirits, a wine and spirits distributorship. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and managing accounts primarily on a discretionary basis with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Ryan M

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Ryan Mumy is a CFP® with 22 years of industry experience and is currently with Sollinda Capital Management LLC. He has held roles at Mumy Financial Advisors, LLC and Capital Investment Advisory Services, LLC, among others. Outside of his advisory work, he serves as a board member for the nonprofit New Beginnings Hickory and is involved in several non-investment-related business ventures including farming activities and a health-focused restaurant investment. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily uses liquid public securities, managing accounts on a discretionary basis with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

William S

Series 66

Guyton, GA

Sollinda Capital Management LLC

William Stamper is a financial advisor at Sollinda Capital Management LLC with a Series 66 designation. He has been in the industry since 2025 and has also held roles at Saxony Securities, Legacy Financial Partners, and as a bartender at Hawthorn Bar and Lounge. Stamper’s background includes work in both financial services and hospitality. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary strategies and primarily manages accounts on a discretionary basis with a focus on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Richard J

Series 63, Series 65

Humacao, PR

Sollinda Capital Management LLC

Richard Jensen is a financial advisor at Sollinda Capital Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BRS Family Office Advisors LLC, BRS Financial LLC, and BRS Consulting Inc. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans, while also acting as a sub-advisor to other registered investment advisers. The firm employs multiple proprietary investment strategies and focuses on allocation and risk management using a range of liquid public securities.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

David V

Series 66

Hickory, NC

Sollinda Capital Management LLC

David Van Horn is a financial advisor at Sollinda Capital Management LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Group, Inc. and Charter Financial Group, LLC. His role at Sollinda began in 2023. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering tailored investment programs across several proprietary strategies with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Marianne B

Series 63, Series 65

Savannah, GA

Sollinda Capital Management LLC

Marianne Brouillette is a financial advisor at Sollinda Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Saxony Securities, Capital Investment Advisory Services, Capital Investment Group, and Investors Capital Corporation. Outside of investment advisory, she owns and operates a tax accounting and consulting business. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering tailored investment programs across multiple proprietary strategies with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Gordon J

Series 65

Little Rock, AR

Sollinda Capital Management LLC

Gordon Jensen is a financial advisor at Sollinda Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at BRS Financial LLC, BRS Consulting Inc, and Witt Global Partners. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and focuses on allocation and risk management using liquid public securities.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Anna W

CFP®

Hickory, NC

Sollinda Capital Management LLC

Anna Winger is a CFP® professional with seven years of industry experience, currently serving at Sollinda Capital Management LLC since 2023. She previously worked at Capital Investment Advisory Services, LLC and has practiced law since 2018, specializing in estate planning, elder law, and business law through Heritage Law. Outside of financial advising, she maintains her legal practice in Hickory, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and a focus on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Amber H

Series 65

Midland, GA

Sollinda Capital Management LLC

Amber Hinds is a financial advisor at Sollinda Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at several firms, including Capital Investment Advisory Services, LLC and Krause Financial Services. In addition to her advisory role, she is the president and founder of Ashber, LLC, an insurance agency specializing in Medicaid-compliant annuities and long-term care solutions. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering multiple proprietary investment strategies that emphasize allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Kenneth C

Series 63, Series 65

Savanah, GA

Sollinda Capital Management LLC

Kenneth Cowan is a financial advisor with Sollinda Capital Management LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Saxony Securities and involvement with Puskas Firearms Innovations, LLC. He has also worked in educational institutions such as The University of Georgia and Benedictine Military School. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans, offering multiple proprietary investment strategies that emphasize allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar

Justin G

Series 65

Miami, FL

Sollinda Capital Management LLC

Justin Greenhill is a financial advisor at Sollinda Capital Management LLC with 12 years of industry experience. He holds a Series 65 credential and has previously worked at SkyView Investment Advisors, Ridgepath Capital Management, and Capital Investment Advisory Services. Outside of advising, he owns and operates a small technology business focused on economic data aggregation. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, and also serves as a sub-adviser to other registered investment advisers. The firm employs multiple proprietary investment strategies and emphasizes allocation and risk management across liquid public securities.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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