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| Soltis Investment Advisors LLC
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|---|---|
| CRD # | 154690 |
| SEC # | 801-71833 |
| CIK # | 0001802530 |
| AUM | 12.04 B (2026-03-30) |
| Employees | 121 (52% Investors, 0% Brokers) |
| Phone | 435-674-1600 |
| Address | 20 North Main St St George, UT 84770 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 104.9 | ||
| Nvidia Corp | 83.8 | ||
| Apple Inc | 73.4 | ||
| Amazon Com Inc | 36.6 | ||
| Alphabet Inc | 22.5 | ||
| Facebook Inc | 18.7 | ||
| Tesla Motors Inc | 16.2 | ||
| Chevron Corp | 15.8 | ||
| Lockheed Martin Corp | 11.9 | ||
| Johnson & Johnson | 11.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Wingate Private Equity Fund LP | 2016-03-25 | 0.6 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,906 | 0.4 |
| (b) Individuals (high net worth individuals) | 3,207 | 6.5 |
| (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 | 243 | 4.7 |
| (h) Charitable organizations | 20 | 0.3 |
| (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 | 38 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,414 | 12.0 |
| By Discretionary | ||
| Discretionary | 5,414 | 12.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,414 | 12.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.0 | |
| Total | 5,414 | 12.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802530] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 14 |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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