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SOLTIS INVESTMENT ADVISORS, LLC
CRD 154690File 801-71833
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 95 | 121 | increased by26 |
| Apr 1, 2026 | Clients | 4,499 | 5,414 | increased by915 |
| Apr 1, 2026 | AUM | $8,352,553,865 | $12,036,590,400 | increased by$3,684,036,535 |
| Apr 1, 2026 | Accounts | 4,499 | 5,414 | increased by915 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 95 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,624 | 4,499 | increased by1,875 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,199,963,238 | $8,352,553,865 | increased by$3,152,590,627 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,624 | 4,499 | increased by1,875 |
| May 1, 2022 | Clients | 1,989 | 2,624 | increased by635 |
| May 1, 2022 | AUM | $3,322,688,921 | $5,199,963,238 | increased by$1,877,274,317 |
| May 1, 2022 | Accounts | 1,989 | 2,624 | increased by635 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOLTIS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOLTIS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.