# Select Investment Solutions, LLC

> Select Investment Solutions, LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 318820
- Filed as: SELECT INVESTMENT SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318820
- AdvisorCensus page: https://advisorcensus.com/firm/select-investment-solutions-llc-washington-dc-318820

## Quick answers

**How is Select Investment Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Select Investment Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Select Investment Solutions, LLC located?**
Select Investment Solutions, LLC's principal office is in Washington, DC, according to its Form ADV.

**Is Select Investment Solutions, LLC registered with the SEC or a state?**
Select Investment Solutions, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318820.

**How much does Select Investment Solutions, LLC manage?**
Select Investment Solutions, LLC reports $37,087,592 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Select Investment Solutions, LLC's assets and staff changed since 2022?**
In the Form ADV data for Select Investment Solutions, LLC: Regulatory assets under management: $0 in the October 2022 data and $37,087,592 in the October 2026 data. Total employees: 5 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Select Investment Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); other (7); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Select Investment Solutions, LLC use?**
Select Investment Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Select Investment Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318820

**What changed in Select Investment Solutions, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $31,170,225 to $37,087,592 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $37,087,592
- Discretionary: $37,087,592
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 24 | $16,103,026 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $12,495,085 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 7 | $8,489,481 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 5 | May 25, 2022 |
| October 2023 | $26,187,374 | 5 | March 29, 2023 |
| October 2024 | $25,012,661 | 5 | March 15, 2024 |
| October 2025 | $31,170,225 | 5 | March 5, 2025 |
| October 2026 | $37,087,592 | 5 | March 27, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $37,087,592 in the October 2026 data.
Total employees: 5 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $31,170,225 to $37,087,592 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Select Investment Solutions, LLC (CRD 318820): Form ADV filing data as of October 2026.