Solebury Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$73,475,838
Clients
142
Advisors
1
of 1 employees
About
Solebury Asset Management provides investment advisory services primarily to high‑net‑worth individuals (including trusts, estates and retirement accounts) and also works with corporate clients such as pension and profit‑sharing plans. Services include ongoing portfolio management across a range of securities and account structures, plus pension consulting and plan‑related guidance for 401(k)-type plans.
The firm constructs client‑specific allocations by considering financial situation, risk tolerance, investment horizon and tax considerations, and employs a mix of fundamental, technical, quantitative, macro and behavioral analysis. Portfolios may include mutual funds, ETFs, equities, fixed income, closed‑end funds, options, margin, model portfolios, alternative investments and variable annuity sub‑accounts, with periodic rebalancing and tax‑loss harvesting where appropriate.
Noteworthy aspects that differ from many solo independent advisers are its role as a sponsor of a wrap‑fee program, its affiliation with insurance activities and registered‑representative arrangements that permit commissionable insurance and brokerage transactions, and an explicit pension consulting practice for plan sponsors. The firm’s brochure discloses it manages roughly $74.25 million in discretionary assets and $10.28 million in non‑discretionary assets and identifies the related conflicts of interest tied to wrap fees, insurance commissions and broker‑dealer relationships.
Client services
Expertise
Fee options
1.50% maximum annually (negotiable, may be reduced at Solebury’s discretion)
IARs are registered representatives and may earn commissions for sales of investments and insurance products.
Account minimum: $100,000 Fee-only: Management fees up to 1.5% annually; fees individually negotiated and may be reduced at Solebury’s discretion.
Main office
Doylestown PA
Advisors at this office
1
Most active in
Florida · New Jersey · New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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