A complete list of active advisors currently associated with Sollinda Capital Management LLC

Warmer can help you find a great advisor at Sollinda Capital Management LLC or one who fits your needs even better.

Sollinda Capital Management LLC is a discretionary investment adviser that provides ongoing portfolio management and financial planning services to individuals (including high-net-worth clients) and profit-sharing plans. As of December 31, 2025, the firm reported approximately $1.016 billion in regulatory assets under management and also offers tailored programs without a stated account minimum. The firm uses a range of systematic and discretionary strategies — including Core, Tactical, Active Risk-Focused Equity and Income, Enhanced S&P 500, Global/Domestic Rotation, and Global Thematic Trend — and employs charting, cyclical, fundamental, quantitative, and technical analysis. Portfolios are generally constructed with ETFs, mutual funds, fixed income and real estate funds, and certain strategies may use leveraged ETFs or invest in alternative and pooled vehicles; SCM typically seeks discretionary authority to implement client-specific allocations. Sollinda’s business model includes several features that are less common among multi-team firms: it provides sub‑advisory services to other RIAs and manages a portfolio for FrontWave Partners LP (a hedge fund tied to an owner), and multiple investment adviser representatives also maintain other professional roles — including CPA licensure and a separate law practice — while some are registered representatives and licensed insurance agents. The brochure discloses these overlapping roles and related conflicts (and mitigation steps such as not offering the hedge fund to other clients), which distinguishes its mix of advisory, sub‑advisory, and affiliated professional services.

To learn more about the advisors currently working at Sollinda Capital Management 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.