AdvisorCensus / Financial advisors / Virginia / Charlottesville / Solitude Financial Services, Inc.
Solitude Financial Services, Inc. is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.
Quick answers
From the filingHow is Solitude Financial Services, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Solitude Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Solitude Financial Services, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated May 9, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $2,000,000: 0.8% a year; Above $2,000,001: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Solitude Financial Services, Inc. located?
Solitude Financial Services, Inc.'s principal office is in Charlottesville, VA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Solitude Financial Services, Inc. registered with the SEC or a state?
Solitude Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 150348.
How much does Solitude Financial Services, Inc. manage?
Solitude Financial Services, Inc. reports $363,512,536 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).
How have Solitude Financial Services, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Solitude Financial Services, Inc.: Regulatory assets under management: $153,645,219 in the October 2021 data and $363,512,536 in the October 2026 data, up 137%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Solitude Financial Services, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (133); individuals (other than high net worth individuals) (31).
Which custodians does Solitude Financial Services, Inc. use?
Solitude Financial Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Solitude Financial Services, Inc. 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/150348
Does Solitude Financial Services, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated May 9, 2026 says: "Our firm does not have a minimum account size." "SFS does not have a minimum account size for opening or maintaining an account with us."
What changed in Solitude Financial Services, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Added an office in Denver, CO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,001 to $2,000,000 | 0.8% |
| Above $2,000,001 | 0.7% |
The brochure's wording
SFS assesses fees based on a percentage of assets under management (“AUM”), paid quarterly in arrears, using a cascading fee schedule that decreases the fee percentage within each tier.
Tier 1: $0 - $1,000,000 1.00% Tier 2: $1,000,001 - $2,000,000 0.80% Tier 3: $2,000,001 and above 0.70%
Account minimum: None
The brochure's wording
Our firm does not have a minimum account size.
SFS does not have a minimum account size for opening or maintaining an account with us.
As stated in the firm's Form ADV Part 2A brochure dated May 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$363,512,536 as of October 2026, filing dated September 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 8. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $363,512,536 | 8 | September 10, 2026 |
| October 2025 | $283,963,291 | 7 | February 12, 2025 |
| October 2024 | $233,068,174 | 6 | May 8, 2024 |
| October 2023 | $187,741,038 | 7 | March 23, 2023 |
| October 2022 | $190,863,604 | 6 | March 28, 2022 |
| October 2021 | $153,645,219 | 4 | January 19, 2021 |
Regulatory assets under management: $153,645,219 in the October 2021 data and $363,512,536 in the October 2026 data, up 137%.
Total employees: 4 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Added an office in Denver, CO.
- March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $283,963,291 to $363,512,536 (+28%).
- Registered or notice-filed in NC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Solitude Financial Services, Inc. (CRD 150348): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/solitude-financial-services-inc-charlottesville-va-150348