Wealth Manager
    SEC Registered
    Manages Private Funds

    Soltis Investment Advisors, LLC

    Registered investment advisor · St. George, Utah · CRD #154690

    Assets Under Management
    $12B
    Client Accounts
    5,414
    Employees
    121
    CRD Number
    154690
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Soltis Investment Advisors, LLC

    Soltis Investment Advisors, LLC is a fee-only fiduciary investment advisory firm based in St. George, Utah. Founded in 1993, the firm manages over $10 billion in assets and serves nearly 4,500 clients across the United States. Soltis emphasizes independence and prioritizes client interests by providing advisory services free from conflicts like brokerage commissions or product fees. The firm offers a range of services, including wealth management, financial planning, investment management, reti

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Soltis Investment Advisors, LLC

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    Frequently Asked Questions

    What is Soltis Investment Advisors, LLC's AUM?

    Soltis Investment Advisors, LLC reports approximately $12B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Soltis Investment Advisors, LLC headquartered?

    Soltis Investment Advisors, LLC is headquartered in St. George, Utah.

    What is Soltis Investment Advisors, LLC's CRD number?

    Soltis Investment Advisors, LLC's CRD number is 154690. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Soltis Investment Advisors, LLC manage?

    Soltis Investment Advisors, LLC manages approximately 5,414 client accounts according to its latest SEC filing.

    Is Soltis Investment Advisors, LLC SEC registered?

    Yes, Soltis Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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