Hickory, NC Office

Team
Updated today
Sollinda Capital Management LLC logo

Sollinda Capital Management LLC

Team

Firm-wide stats for Sollinda Capital Management LLC

Total advisors

16

Across 11 offices

Clients per advisor

107 Very High

Avg AUM per client

$290,356 Very Low

HNW client ratio

9% Very Low

About

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.

Based on Sollinda Capital Management LLC

Expertise

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

Based on Sollinda Capital Management LLC

Location

200 First Ave NW, Suite 303

Hickory NC 28601

Advisors at this office

5

Advisors at this office

user avatar

Brittany M

Series 65

Hickory, NC

Sollinda Capital Management LLC

Brittany Macchia is a financial advisor with Sollinda Capital Management LLC, holding a Series 65 designation. She has 10 years of experience at Mumy Financial. Sollinda Capital Management LLC is a discretionary investment adviser that provides portfolio management and financial planning services to individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a range of systematic and discretionary strategies and manages approximately $1.016 billion in regulatory assets.

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

Andrew R

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Andrew Rader is a CFP® with 13 years of industry experience, currently serving as an advisor at Sollinda Capital Management LLC. His prior work includes roles at Capital Investment Group, Inc. and Capital Investment Advisory Services, LLC. Outside of his advisory duties, he owns EIPO, LLC, a residential rental property business. Sollinda Capital Management LLC is a discretionary investment adviser managing over $1 billion in regulatory assets, serving individuals and profit-sharing plans with a variety of systematic and discretionary strategies. The firm offers tailored portfolio management and financial planning, employing diverse analytical methods and investment vehicles.

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

Ryan M

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Ryan Mumy is a CFP® with 22 years of industry experience and is currently with Sollinda Capital Management LLC. He has held roles at Mumy Financial Advisors, LLC and Capital Investment Advisory Services, LLC, among others. Outside of his advisory work, he serves as a board member for the nonprofit New Beginnings Hickory and is involved in several non-investment-related business ventures including farming activities and a health-focused restaurant investment. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily uses liquid public securities, managing accounts on a discretionary basis with an emphasis on allocation and risk management.

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

David V

Series 66

Hickory, NC

Sollinda Capital Management LLC

David Van Horn is a financial advisor at Sollinda Capital Management LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Group, Inc. and Charter Financial Group, LLC. His role at Sollinda began in 2023. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering tailored investment programs across several proprietary strategies with an emphasis on allocation and risk management.

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

Anna W

CFP®

Hickory, NC

Sollinda Capital Management LLC

Anna Winger is a CFP® professional with seven years of industry experience, currently serving at Sollinda Capital Management LLC since 2023. She previously worked at Capital Investment Advisory Services, LLC and has practiced law since 2018, specializing in estate planning, elder law, and business law through Heritage Law. Outside of financial advising, she maintains her legal practice in Hickory, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and a focus on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")