Soltis Investment Advisors, LLC
St. George, UT·SEC-registered · CRD #154690
Soltis Investment Advisors, LLC is an SEC-registered investment advisory firm in St. George, UT managing $12B across 5.4k client accounts, with 63 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$12B
Client accounts
5.4k
Advisory staff
63
Fee model
Fee-based
How Soltis Investment Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Soltis Investment Advisors, LLC
How much does Soltis Investment Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Soltis Investment Advisors, LLC reports $12B in regulatory assets under management across roughly 5.4k client accounts.
How does Soltis Investment Advisors, LLC charge?
Soltis Investment Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Soltis Investment Advisors, LLC a fiduciary?
Yes. Soltis Investment Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #154690), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Soltis Investment Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Soltis Investment Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in St. George, UT
Profile compiled from Soltis Investment Advisors, LLC's public SEC Form ADV filing (CRD #154690, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Soltis Investment Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Soltis Investment Advisors, LLC? Claim this profile.