# Solomon Hess Capital Management

> Solomon Hess Capital Management is an SEC-registered investment advisory firm in Arlington, VA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 158481
- Filed as: SOLOMON HESS CAPITAL MANAGEMENT
- Legal name: Solomon Hess SBA Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158481
- AdvisorCensus page: https://advisorcensus.com/firm/solomon-hess-capital-management-arlington-va-158481

## Quick answers

**How is Solomon Hess Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Solomon Hess Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Solomon Hess Capital Management located?**
Solomon Hess Capital Management's principal office is in Arlington, VA, according to its Form ADV.

**Is Solomon Hess Capital Management registered with the SEC or a state?**
Solomon Hess Capital Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158481.

**How much does Solomon Hess Capital Management manage?**
Solomon Hess Capital Management reports $1,077,739,681 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Solomon Hess Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Solomon Hess Capital Management: Regulatory assets under management: $735,738,744 in the October 2021 data and $1,077,739,681 in the October 2026 data, up 46%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Solomon Hess Capital Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Solomon Hess Capital Management 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/158481

**Does Solomon Hess Capital Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "As Solomon Hess is the sponsor of the Funds we create, we do not have minimum account sizes for these Funds."

**What changed in Solomon Hess Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $939,201,104 to $1,077,739,681 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> As Solomon Hess is the sponsor of the Funds we create, we do not have minimum account sizes for these Funds.

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

### Regulatory assets under management (Item 5.F)
- Total: $1,077,739,681
- Discretionary: $1,077,739,681
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1,077,739,681 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- solomonhess.com
- LinkedIn @932322

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $735,738,744 | 8 | March 23, 2021 |
| October 2022 | $823,638,439 | 8 | May 2, 2022 |
| October 2023 | $1,185,870,299 | 8 | May 1, 2023 |
| October 2024 | $937,059,558 | 7 | April 29, 2024 |
| October 2025 | $939,201,104 | 7 | April 24, 2025 |
| October 2026 | $1,077,739,681 | 7 | April 28, 2026 |

Regulatory assets under management: $735,738,744 in the October 2021 data and $1,077,739,681 in the October 2026 data, up 46%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $939,201,104 to $1,077,739,681 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solomon Hess Capital Management (CRD 158481): Form ADV filing data as of October 2026.