# Solitude Canyon Investment Advisors, LLC

> Solitude Canyon Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 151830
- Filed as: SOLITUDE CANYON INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151830
- AdvisorCensus page: https://advisorcensus.com/firm/solitude-canyon-investment-advisors-llc-151830

## Quick answers

**How is Solitude Canyon Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Solitude Canyon Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Solitude Canyon Investment Advisors, LLC registered with the SEC or a state?**
Solitude Canyon Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 151830.

**How much does Solitude Canyon Investment Advisors, LLC manage?**
Solitude Canyon Investment Advisors, LLC reports $27,000,000 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Solitude Canyon Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (6); insurance companies (2).

**Does Solitude Canyon Investment Advisors, 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/151830

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $27,000,000
- Discretionary: $27,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,000,000 |
| High net worth individuals | 6 | $7,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $8,000,000 |
| Insurance companies | 2 | $8,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- solitudecanyon.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solitude Canyon Investment Advisors, LLC (CRD 151830): Form ADV filing data as of October 2026.