Sollinda Capital Management LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 321742
- Registered since
- January 10, 2023
- Website
- sollinda.com
- 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
FINTRXOverview
Sollinda Capital Management LLC is an independent registered investment adviser that provides financial planning and portfolio management services to individuals, families and institutional clients. The firm uses a mix of fee arrangements — percentage of AUM, hourly billing and fixed fees — and acts as portfolio manager for individual and pooled vehicles. Sollinda is not positioned as an ESG-focused or pension consultant adviser; it also reports activity as sponsor, general partner or managing member of pooled investment vehicles and lists relationships with broker-dealers, accountants, law firms and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents19%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 4
Christopher Cowan
Financial Advisor, CEO, FounderCRD 4547344
William Mccullough
Chief Market StrategistCRD 1423689
Justin Greenhill
Founder and CIOCRD 5810357
Contacts
3 of 13
Anna Winger
Financial AdvisorCRD 6190459
Ryan Mumy
Co-FounderCRD 4673615
Marianne Brouillette
President and Financial AdvisorCRD 5146282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$564M in ETFs
84%
$475M
16%
$89.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $78.4M | 778,780 | 13.89% |
Location
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
Similar firms
GFG Capital
RIAMiami, FL
Azimut Investment Advisors LLC
RIAMiami, FL
Daybright Advisory Services, Inc.
RIAMiami, FL
LS Bdc Adviser, LLC
RIAMiami, FL
Cifc Investment Management LLC
RIAMiami, FL
Panoramika Advisors Inc.
RIAMiami, FL