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Sollinda Capital Management LLC

Updated today

Client AUM

$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

Financial planning Portfolio management

Expertise

Passive / index investing Active portfolio management Tax-loss harvesting Annuities

Occupation focus

Founder/Business Owner

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Fee options

Percentage

Up to 2.25% annually combined (Advisory Fee, Strategy Fee, and Administration Fee) - negotiable and final fee agreed in client agreement

Commissions

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-based

Performance fees of 2% management fee plus 20% performance fee on returns for SCM Private Fund co-investments.

Main office

See office

1111 Brickell Ave, 10th Floor, Suite 68

Miami FL 33131

Advisors at this office

1

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

Advisors at this firm

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Brittany M

Series 65

Hickory, NC

Sollinda Capital Management LLC

Brittany Macchia is a financial advisor at Sollinda Capital Management LLC with a Series 65 designation and ten years of experience from her time at Mumy Financial. She is based in Hickory, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, as well as sub-advisory services to other registered investment advisers. The firm uses a combination of systematic, rules-based and discretionary strategies, incorporating quantitative, technical, fundamental, charting, and cyclical analysis.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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William M

Series 63, Series 65

Roland, AR

Sollinda Capital Management LLC

William Mccullough is a financial advisor at Sollinda Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dell Technologies for 10 years. Outside of his role at Sollinda, he operates MCCULLOUGH FINANCIAL GROUP, LLC, a sole proprietorship focused on investment-related activities. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, as well as sub-advisory services to other registered investment advisers. The firm employs a combination of systematic, rules-based and discretionary strategies, utilizing quantitative, technical, and fundamental analysis, and offers specialized investment products including a Brazil-focused private fund.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Christopher C

Series 63, Series 66

Savannah, GA

Sollinda Capital Management LLC

Christopher Cowan is a financial advisor with Sollinda Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Capital Investment Advisory Services, LLC, Capital Investment Group, Inc., and Investors Capital Corp. Outside of his advisory work, he is involved in businesses related to honey sales and guided fishing and hunting trips. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, and offers sub-advisory services to other registered investment advisers. The firm employs a combination of systematic and discretionary investment strategies, including quantitative and fundamental analysis, and manages a private investment fund along with other distinctive features such as sub-advisory roles and integrated brokerage, insurance, and accounting services.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Andrew R

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Andrew Rader is a financial advisor at Sollinda Capital Management LLC with 13 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at firms including Capital Investment Group, Inc. and PNC Wealth Management. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans. The firm employs a combination of systematic and discretionary strategies, uses a range of analytical methods, and also offers sub-advisory services and private investment funds for eligible investors.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Howard W

Series 65

Bentonville, AR

Sollinda Capital Management LLC

Howard Whatley is a financial advisor at Sollinda Capital Management LLC and holds a Series 65 license. He also owns and operates a legal practice, Generations Legal Group DBA Todd Whatley, PA, where he provides and supervises legal services. Additionally, he runs The Elder Law Coach, LLC, offering legal coaching and mentoring to attorneys in elder law. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, combining systematic rules-based and discretionary investment strategies. The firm also offers sub-advisory services and manages a private investment fund for eligible investors.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Ryan M

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Ryan Mumy is a CFP® professional with over 23 years of experience in financial advising. He is currently with Sollinda Capital Management LLC and has held roles at Mumy Financial Advisors, LLC, Capital Investment Advisory Services, LLC, and other firms. Outside of his advisory work, he serves as a board member for New Beginnings Hickory, a nonprofit organization, and is a minority investor in Clean Eatz Columbus, a restaurant providing healthy meal options. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans. The firm combines systematic and discretionary investment strategies and offers sub-advisory services, a Brazil-focused private fund, and a diversified advisory team with broker-dealer, insurance, and accounting licenses.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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William S

Series 66

Guyton, GA

Sollinda Capital Management LLC

William Stamper is a financial advisor at Sollinda Capital Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Saxony Securities and Legacy Financial Partners. Outside of finance, he works as a bartender at Hawthorn Bar and Lounge. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, also offering sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary strategies, combining quantitative, technical, fundamental, charting, and cyclical analysis.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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David V

Series 66

Hickory, NC

Sollinda Capital Management LLC

David Van Horn is a financial advisor with Sollinda Capital Management LLC and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at Capital Investment Group, Inc., Charter Financial Group, LLC, Cic Advisers, LLC, Synergy Investment Group, LLC, Merrill, and Morgan Stanley DW Inc. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, along with sub-advisory services and management of a private investment fund. The firm combines systematic rules-based and discretionary strategies using a range of analytical methods and offers additional brokerage, insurance, and accounting services through its team.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Marianne B

Series 63, Series 65

Savannah, GA

Sollinda Capital Management LLC

Marianne Brouillette is a financial advisor with Sollinda Capital Management LLC in Savannah, GA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her prior roles include positions at Saxony Securities, Capital Investment Advisory Services, Capital Investment Group, Investors Capital Corp., and Woodbury Financial Services. She is also the owner and president of a tax accounting and consulting business. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans, while offering sub-advisory services to other registered investment advisers. The firm combines systematic, rules-based and discretionary investment strategies and manages a private investment fund for eligible investors.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
user avatar

Gordon J

Series 65

Little Rock, AR

Sollinda Capital Management LLC

Gordon Jensen is a financial advisor at Sollinda Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at BRS Financial LLC and BRS Consulting Inc from 2016 to 2024. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, while also offering sub-advisory services to other advisors. The firm employs both systematic, rules-based approaches and discretionary strategies, integrating quantitative, technical, fundamental, charting, and cyclical analyses.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
user avatar

Anna W

CFP®

Hickory, NC

Sollinda Capital Management LLC

Anna Winger is a CFP® professional at Sollinda Capital Management LLC with eight years of industry experience. She has worked at Sollinda since 2023 and previously spent four years at Capital Investment Advisory Services, LLC. In addition to her financial advisory work, Winger practices law specializing in estate planning, elder law, and business law at Heritage Law. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans, and offers sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary investment strategies, incorporating quantitative, technical, fundamental, and cyclical analysis, and manages a Brazil-focused private investment fund as well as portfolios affiliated with a hedge fund general partner.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
user avatar

Amber H

Series 65

Midland, GA

Sollinda Capital Management LLC

Amber Hinds is a Series 65 licensed advisor with nine years of industry experience, currently working at Sollinda Capital Management LLC since 2023. She founded and serves as president of Ashber, LLC, an insurance agency specializing in Medicaid compliant annuities and long-term care solutions. Her prior experience includes roles at Capital Investment Advisory Services, LLC and Eldercare Financial / America's First Financial. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm employs a combination of systematic, rules-based and discretionary investment strategies and sponsors a Brazil-focused private investment fund.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
user avatar

Kenneth C

Series 63, Series 65

Savanah, GA

Sollinda Capital Management LLC

Kenneth Cowan is a financial advisor with Sollinda Capital Management LLC in Savannah, GA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Saxony Securities and Puskas Firearms Innovations, LLC, as well as teaching positions at The University of Georgia, Benedictine Military School, and St. James Catholic School. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement or profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary strategies, combining quantitative, technical, fundamental, charting, and cyclical analysis tailored to client needs.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
user avatar

Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Edward Jones. Langley is also a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm utilizes a combination of systematic, rules-based and discretionary investment strategies, tailoring client portfolios with quantitative, technical, fundamental, and cyclical analysis.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
user avatar

Justin G

Series 65

Miami, FL

Sollinda Capital Management LLC

Justin Greenhill is a financial advisor at Sollinda Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including SkyView Investment Advisors, Ridgepath Capital Management, and Capital Investment Advisory Services. Outside of his advisory work, Greenhill owns and operates a small technology business focused on economic data aggregation. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, as well as sub-advisory services to other registered investment advisers. The firm employs a combination of systematic, rules-based and discretionary investment strategies, utilizing quantitative, technical, fundamental, and cyclical analysis.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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