Solist Financial

Overview

Solist Financial is an independent SEC-registered advisory firm organized as an LLC. The firm serves both individuals/families and institutional clients and charges fees based on a percentage of assets under management. It operates as a capital allocator, meaning it places client capital with external fund managers as part of its investment approach, and it also conducts brokerage and insurance distribution activities via registered representative and insurance broker relationships. Core advisory offerings include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of sub‑advisers, and pension consulting services. The firm reports that it is not an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices