A complete list of active advisors currently associated with Solid Investment Advisory LLC

Warmer can help you find a great advisor at Solid Investment Advisory LLC or one who fits your needs even better.

Solid Investment Advisory LLC provides discretionary asset management to individual clients, offering ongoing portfolio management and tailored investment strategies. The firm charges percentage-of-assets fees and does not require a minimum account size, consistent with common practices for small independent advisors. The firm bases recommendations on fundamental analysis and implements client-specific strategies that can include long‑term holdings, short‑term trades, and periodic rebalancing; clients may impose written restrictions such as socially conscious investment limits. Solid Investment Advisory may subscribe client accounts to model portfolios through the Altruist LLC Model Marketplace and exercises discretionary trading authority while delivering quarterly account reviews. Notable distinctions include the firm’s recent formation in 2023 and its very small client base and asset base, with advisory and supervisory duties concentrated in the sole owner, James R. Dorsett, who also serves as chief compliance officer. Operationally, the firm requires use of the Altruist custodial platform, passes through any Model Marketplace fees charged by Altruist, and does not routinely vote client proxies (clients receive proxy materials directly).

To learn more about the advisors currently working at Solid Investment Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.