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| Happy Holidays!! thanks for using AUM13F!! |
| Sol Capital Management Co
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| CRD # | 110226 |
| SEC # | 801-29829 |
| CIK # | 0001339270 |
| AUM | $3.0 B (2025-07-24) |
| Employees | 30 (30% Investors, 0% Brokers) |
| Phone | 301-881-3727 |
| Address | 111 Rockville Pike Rockville, MD 20850 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 4.5 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| Schwab Charles Corp | 4.4 | ||
| Home Depot Inc | 4.2 | ||
| Wells Fargo & Co/MN | 4.0 | ||
| GE Vernova Inc | 3.9 | ||
| Brookfield Asset Management Ltd | 3.6 | ||
| Humana Inc | 3.6 | ||
| Brookfield Asset Management Inc | 3.6 | ||
| American Express Co | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 0.0 |
| (b) Individuals (high net worth individuals) | 170 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.1 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 132 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,105 | 3.0 |
| By Discretionary | ||
| Discretionary | 1,105 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,105 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 1.4 | |
| Total | 1,105 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001339270] |
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|---|---|---|
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Bryn Mawr Capital Management LLC
✚
|
PA | 3.0 |
|
Summitry LLC
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CA | 3.0 |
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New England Private Wealth Advisors LLC
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Sovereign Investment Advisors LLC
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Colony Family Offices LLC
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Capital Generation Partners LLP
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3.0 | |
|
Frost Investment Services LLC
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TX | 3.0 |
|
Marcum Wealth LLC
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|
OH | 3.0 |
|
Leavell Investment Management Inc
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AL | 3.0 |
|
SRH Advisors LLC
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KS | 3.0 |