← Directory
SOLTIS INVESTMENT ADVISORS, LLC
CRD 154690File 801-71833
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.04B
Top 10% of cohort (national)
Discretionary AUM
$12.04B
Clients
5,414
5,414 accounts
Employees
121
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 20, 2010
- Principal office
- 20 NORTH MAIN ST, SUITE 400, ST. GEORGE, UT, 84770
- Phone
- 435-674-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.04B
- Discretionary AUM
- $12.04B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,414
- Non-discretionary accounts
- 0
- Total accounts
- 5,414
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $162.2M |
| Charitable organizations | 20 | $286.9M |
| High net worth individuals | 3,207 | $6.48B |
| Pension and profit sharing plans | 243 | $4.71B |
| Individuals (other than high net worth individuals) | 1,906 | $396.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.