Solid Investment Advisory LLC

Overview

Solid Investment Advisory LLC is a small, privately owned limited liability company that provides portfolio management services to individuals and small businesses. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its practice focuses on direct portfolio management rather than operating as a capital allocator or running external funds. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. Advisory activity centers on traditional wealth-management relationships, serving individual and family clients with discretionary portfolio oversight. The firm’s classification is unclassified in the available snapshot, and it does not report pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives