# Solebury Asset Management LLC

> Solebury Asset Management LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 297811
- Filed as: SOLEBURY ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297811
- AdvisorCensus page: https://advisorcensus.com/firm/solebury-asset-management-llc-297811

## Quick answers

**How is Solebury Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Solebury Asset Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Solebury Asset Management LLC registered with the SEC or a state?**
Solebury Asset Management LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 297811.

**How much does Solebury Asset Management LLC manage?**
Solebury Asset Management LLC reports $84,523,106 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (88% discretionary).

**What types of clients does Solebury Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Does Solebury Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297811

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $84,523,106
- Discretionary: $74,247,801
- Non-discretionary: $10,275,305

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $55,392,706 |
| High net worth individuals | 13 | $18,083,132 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $10,275,305 |
| 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 | Fewer than 5 | $771,963 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- soleburygroup.com
- X @MikeScavullo

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solebury Asset Management LLC (CRD 297811): Form ADV filing data as of October 2026.