Sollinda Capital Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$588K
Accounts
1,729
Employees
20
Advisory reps
17

Firm details

Headquarters
Miami, Florida
CRD number
321742
Registered since
January 10, 2023
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Other Investment Advisers46.31%
  • Individuals26.26%
  • HNWI22.59%
  • Pension & Profit Sharing Plans4.84%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sollinda Capital Management LLC is an independent SEC‑registered investment adviser (registration noted in 2023) that serves both individual/family clients and institutional accounts. The firm provides comprehensive financial planning and a range of portfolio management services, including separately managed accounts and oversight of pooled investment vehicles, as well as advisory work for small businesses and other institutions. Its fee model includes percentage‑of‑AUM charges as well as hourly and fixed‑fee arrangements. Sollinda is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. The firm has industry linkages to broker‑dealers, accounting and law firms, insurance companies, and entities that act as sponsor/GP or managing member for pooled vehicles, which suggests it participates in or advises on sponsored investment structures in addition to client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Cash & Cash Equivalents 19%, US Government Bonds 2%, State & Local Bonds 1%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents19%
  • US Government Bonds2%
  • State & Local Bonds1%

Owners & executives

3 of 4
  • Christopher Cowan

    Christopher Cowan

    Financial Advisor, CEO, FounderCRD 4547344

  • William Mccullough

    William Mccullough

    Chief Market StrategistCRD 1423689

  • Justin Greenhill

    Justin Greenhill

    Founder and CIOCRD 5810357

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Contacts

3 of 13
  • Anna Winger

    Anna Winger

    Financial AdvisorCRD 6190459

  • Ryan Mumy

    Ryan Mumy

    Co-FounderCRD 4673615

  • Marianne Brouillette

    Marianne Brouillette

    President and Financial AdvisorCRD 5146282

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 52

Active vs passive

$514M in ETFs

Passive

85%

$434M

Active

15%

$79.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$87.2M865,95516.96%

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth