# Sollinda Capital Management LLC

> 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.

- CRD: 321742
- Filed as: SOLLINDA CAPITAL MANAGEMENT LLC
- Also doing business as: BOGUE SOUND FINANCIAL, BRS FINANCIAL, CAPITAL INVESTMENT COMPANY OF VIRGINIA, COWAN FINANCIAL GROUP, GENERATIONS WEALTH PARTNERS, MCCULLOUGH FINANCIAL GROUP, MUMY FINANCIAL, SOLLINDA FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321742
- AdvisorCensus page: https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742

## Quick answers

**How is Sollinda Capital Management LLC compensated?**
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).

**How much does Sollinda Capital Management LLC charge?**
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.

**Where is Sollinda Capital Management LLC located?**
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).

**Is Sollinda Capital Management LLC registered with the SEC or a state?**
Sollinda Capital Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 321742.

**How much does Sollinda Capital Management LLC manage?**
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).

**How have Sollinda Capital Management LLC's assets and staff changed since 2023?**
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.

**What types of clients does Sollinda Capital Management LLC serve?**
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).

**Which custodians does Sollinda Capital Management LLC use?**
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.

**Does Sollinda Capital 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 SEC record: https://adviserinfo.sec.gov/firm/summary/321742

**What changed in Sollinda Capital Management LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MN.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Asset-based fee: up to 2.25% of assets a year (the maximum the brochure states)

> 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.

- Subscription: $4 a month (maintenance fee to advisory clients)

> SCM charges a $4.00 per month maintenance fee to advisory clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing 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: $1,016,267,428
- Discretionary: $1,014,312,431
- Non-discretionary: $1,954,997

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,561 | $266,906,447 |
| High net worth individuals | 149 | $229,603,134 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $49,165,513 |
| Other investment advisers | 2 | $470,592,334 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 20 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, KY, MA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, PR, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Hickory, NC
- Little Rock, AR
- Morehead City, NC
- Roanoke, VA
- Savannah, GA

### Websites listed on Form ADV (Item 1.I)
- boguesoundfinancial.com
- brsconsulting.com
- capital-invest-va.com
- cfgsavannah.com
- lfpsavannah.com
- mcculloughfinancialgroup.com
- mumyfinancial.com
- sollinda.com
- sollindafamilyoffice.com
- sollindawealth.com
- LinkedIn @sollindacapitalmanagement
- LinkedIn @justin-greenhill-602aba17b
- LinkedIn @ryan-mumy

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $167,733,672 | 1 | September 19, 2023 |
| October 2024 | $916,803,171 | 14 | August 9, 2024 |
| October 2025 | $909,386,653 | 18 | March 17, 2025 |
| October 2026 | $1,016,267,428 | 20 | September 8, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MN.

### July 2026
- Registered or notice-filed in AZ, KY.

### April 2026
- 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.

### December 2025
- Registered or notice-filed in CO, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sollinda Capital Management LLC (CRD 321742): Form ADV filing data as of October 2026.