SOLVE CONSULTING GROUP, LLC

Overview

Solve Consulting Group, LLC is an independent registered investment adviser organized as an LLC that provides financial planning and portfolio management primarily to individuals and families and to small businesses. The firm charges a percentage-of-AUM fee and operates under an owner-type described as individual. Its stated investment posture favors equities—particularly exchange-traded instruments—and it does not identify as an active ESG investor. Advisory work centers on bespoke planning and discretionary portfolio management rather than institutional pension consulting or large-scale capital allocation. The firm lists an affiliation with a law firm, which can signal a client base that includes legal professionals or coordinated work with legal advisors on matters such as estate and tax planning. Solve Consulting Group appears to rely on a single primary custody and execution platform for most assets, which shapes how it accesses ETFs, mutual funds and individual equities.

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Public Holdings

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Location & Offices