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SOLOMON HESS CAPITAL MANAGEMENT

Legal name: SOLOMON HESS SBA MANAGEMENT LLC

CRD 158481File 801-73744
APPROVED
Custody
Filing as of Apr 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.08B
Clients
4
4 accounts
Employees
7
Above cohort median in VA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Mar 19, 2012
Principal office
3811 FAIRFAX DR., SUITE 710, ARLINGTON, VA, 22203
Phone
703-356-3333

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.08B
Discretionary AUM
$1.08B
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
$269.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles4$1.08B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$939,201,104$1,077,739,681increased by$138,538,577
May 1, 2025
vs Oct 1, 2022
Employees87decreased by1
May 1, 2025
vs Oct 1, 2022
Clients34increased by1
May 1, 2025
vs Oct 1, 2022
AUM$823,638,439$939,201,104increased by$115,562,665
May 1, 2025
vs Oct 1, 2022
Accounts34increased by1
Apr 1, 2022Clients43decreased by1
Apr 1, 2022AUM$735,738,744$823,638,439increased by$87,899,695
Apr 1, 2022Accounts43decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SOLOMON HESS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOLOMON HESS” 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.