{
  "crd_number": 321742,
  "slug": "sollinda-capital-management-llc-miami-fl-321742",
  "primary_business_name": "SOLLINDA CAPITAL MANAGEMENT LLC",
  "legal_name": "SOLLINDA CAPITAL MANAGEMENT LLC",
  "dbas": [
    "BOGUE SOUND FINANCIAL",
    "BRS FINANCIAL",
    "CAPITAL INVESTMENT COMPANY OF VIRGINIA",
    "COWAN FINANCIAL GROUP",
    "GENERATIONS WEALTH PARTNERS",
    "MCCULLOUGH FINANCIAL GROUP",
    "MUMY FINANCIAL",
    "SOLLINDA FAMILY OFFICE"
  ],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-01-10",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": 1016267428.0,
  "raum_discretionary": 1014312431.0,
  "raum_non_discretionary": 1954997.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 20,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 266906447.0,
      "count": 1561
    },
    "pension_profit_sharing": {
      "raum": 49165513.0,
      "count": 17
    },
    "other_investment_advisers": {
      "raum": 470592334.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 229603134.0,
      "count": 149
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "KY",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "PR",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://boguesoundfinancial.com",
    "https://brsconsulting.com",
    "https://capital-invest-va.com",
    "https://cfgsavannah.com",
    "https://lfpsavannah.com",
    "https://linkedin.com/company/sollindacapitalmanagement",
    "https://linkedin.com/in/justin-greenhill-602aba17b",
    "https://linkedin.com/in/ryan-mumy",
    "https://mcculloughfinancialgroup.com",
    "https://mumyfinancial.com",
    "https://sollinda.com",
    "https://sollindafamilyoffice.com",
    "https://sollindawealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321742",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742",
  "display_name": "Sollinda Capital Management LLC",
  "summary": "Sollinda Capital Management LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.",
  "citation": "AdvisorCensus. Sollinda Capital Management LLC (CRD 321742): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Sollinda Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sollinda Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Sollinda Capital Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 13, 2026 states: Asset-based fee: up to 2.25% of assets a year (the maximum the brochure states); Subscription: $4 a month (maintenance fee to advisory clients). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sollinda Capital Management LLC located?",
      "a": "Sollinda Capital Management LLC's principal office is in Miami, FL, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sollinda Capital Management LLC registered with the SEC or a state?",
      "a": "Sollinda Capital Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 321742."
    },
    {
      "q": "How much does Sollinda Capital Management LLC manage?",
      "a": "Sollinda Capital Management LLC reports $1,016,267,428 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sollinda Capital Management LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Sollinda Capital Management LLC: Regulatory assets under management: $167,733,672 in the October 2023 data and $1,016,267,428 in the October 2026 data, up 506%. Total employees: 1 in October 2023 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sollinda Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,561); high net worth individuals (149); pension and profit sharing plans (but not the plan participants or government pension plans) (17)."
    },
    {
      "q": "Which custodians does Sollinda Capital Management LLC use?",
      "a": "Sollinda Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sollinda Capital Management LLC report any disciplinary disclosures?",
      "a": "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/321742"
    },
    {
      "q": "What changed in Sollinda Capital Management LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in MN."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 167733672.0,
      "total_employees": 1,
      "filing_date": "2023-09-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 916803171.0,
      "total_employees": 14,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 909386653.0,
      "total_employees": 18,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1016267428.0,
      "total_employees": 20,
      "filing_date": "2026-09-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in MN."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in AZ, KY."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Generations Wealth Partners.",
        "Employees performing advisory functions went from 14 to 15.",
        "Regulatory assets under management went from $909,386,653 to $1,016,267,428 (+12%).",
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CO, NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2.25% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $4 a month (maintenance fee to advisory clients)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2.25% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "These fees combined may total up to a fee of 2.25% on total assets under management.",
          "The Advisory Fee can be negotiated with the client at the sole discretion of SCM, and the final fee schedule will be memorialized in the client’s Investment Advisory Agreement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $4 a month (maintenance fee to advisory clients)"
        ],
        "quotes": [
          "SCM charges a $4.00 per month maintenance fee to advisory clients."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.25,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 4.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "maintenance fee to advisory clients"
        }
      ]
    },
    "quotes": [
      "These fees combined may total up to a fee of 2.25% on total assets under management.",
      "The Advisory Fee can be negotiated with the client at the sole discretion of SCM, and the final fee schedule will be memorialized in the client’s Investment Advisory Agreement.",
      "SCM charges a $4.00 per month maintenance fee to advisory clients."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1561,
      "fewer_than_5": false,
      "raum": 266906447.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 149,
      "fewer_than_5": false,
      "raum": 229603134.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 49165513.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 2,
      "fewer_than_5": true,
      "raum": 470592334.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321742",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}