Sollinda Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$496,509,581
Clients
1,710
Advisors
16
across 11 offices
About
Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high‑net‑worth clients, and retirement/profit‑sharing plans, and also offers sub‑advisory services to other registered investment advisers. The firm additionally sponsors and manages a private investment fund organized as a limited partnership for eligible investors.
The firm combines systematic, rules‑based approaches (Domestic/Global Rotation, Enhanced S&P) with discretionary strategies (Core, Tactical, Active Risk‑Focused Equity and Income, Global Thematic Trend) and uses quantitative, technical, fundamental, charting, and cyclical analysis. Certain strategies may employ leveraged and inverse leveraged ETFs, and SCM typically tailors model allocations and client restrictions while exercising discretionary trading authority.
Several features distinguish Sollinda from many peer team firms: it acts as a sub‑advisor to other RIAs and to other investment‑adviser clients, it sponsors a Brazil‑focused private fund that charges performance‑based fees, and it manages a portfolio connected to an affiliated hedge fund general partner. The advisory team includes registered broker‑dealer representatives, licensed insurance agents, and CPAs (and one advisor who maintains a separate law practice), so clients may be offered brokerage, insurance, or accounting services in addition to advisory services, with those dual capacities disclosed in the firm’s brochure.
Client services
Expertise
Occupation focus
Fee options
Up to 2.25% annually combined (Advisory Fee, Strategy Fee, and Administration Fee) - negotiable and final fee agreed in client agreement
Commission-based compensation is received by some IARs when acting as registered representatives of broker-dealers or as insurance agents, including commissions on fixed insurance products and securities transactions, separate from advisory fees.
Performance fees of 2% management fee plus 20% performance fee on returns for SCM Private Fund co-investments.
Main office
See office1111 Brickell Ave, 10th Floor, Suite 68
Miami FL 33131
Advisors at this office
1
Offices (11)
Hickory, NC
200 First Ave NW Suite 303, Hickory, NC 28601
5 advisors
Savanah, GA
1 Ogelthorpe Prof Blvd Suite 102, Savanah, GA 31406
2 advisors
Bentonville, AR
2701 SE J St. Ste 109, Bentonville, AR 72712
1 advisor
Guyton, GA
278 Harley Rd, Guyton, GA 31312
1 advisor
Little Rock, AR
Little Rock, AR
1 advisor
Most active in
Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Bogue Sound Financial · Brs Financial · Capital Investment Company Of Virginia · Cowan Financial Group · Generations Wealth Partners · Mccullough Financial Group · Mumy Financial · Sollinda Capital Management LLC · Sollinda Family Office
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Advisors at this firm
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