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| Solitude Financial Services Inc
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|---|---|
| CRD # | 150348 |
| SEC # | 801-117235 |
| CIK # | 0001839890 |
| AUM | 363.5 M (2026-05-09) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 434-218-2201 |
| Address | 236 East High Street Charlottesville, VA 22902 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839890 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 9.1 | ||
| Apple Inc | 5.2 | ||
| Nvidia Corp | 4.6 | ||
| Chevron Corp | 4.6 | ||
| J P Morgan Chase & Co | 4.2 | ||
| American Express Co | 2.8 | ||
| Markel Corp | 2.7 | ||
| American Electric Power Co Inc | 2.5 | ||
| Broadcom Inc | 2.3 | ||
| Alphabet Inc | 1.9 | ||
| Tesla Motors Inc | 1.6 | ||
| Citigroup Inc | 1.3 | ||
| Alphabet Inc | 1.3 | ||
| US Bancorp de | 1.2 | ||
| iShares Bitcoin Trust | 0.8 | ||
| Netflix Inc | 0.7 | ||
| Occidental Petroleum Corp /DE/ | 0.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 7.8 |
| (b) Individuals (high net worth individuals) | 133 | 355.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 363.5 |
| By Discretionary | ||
| Discretionary | 751 | 362.7 |
| Non-Discretionary | 36 | 0.9 |
| Total | 787 | 363.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.5 | |
| Total | 787 | 363.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001839890] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
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|
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✚
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|
Sonata Capital Group Inc
✚
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