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SOLLINDA CAPITAL MANAGEMENT LLC
CRD 321742File 801-127144
APPROVED
Retail clients
Custody
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$1.01B
Non-discretionary $2.0M
Clients
1,729
1,729 accounts
Employees
20
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 10, 2023
- Principal office
- 1111 BRICKELL AVE, 10TH FLOOR, SUITE 68, MIAMI, FL, 33131
- Phone
- 8446621211
- Website
- HTTPS://WWW.SOLLINDA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.02B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 1,722
- Non-discretionary accounts
- 7
- Total accounts
- 1,729
- AUM per client
- $588K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $470.6M |
| High net worth individuals | 149 | $229.6M |
| Pension and profit sharing plans | 17 | $49.2M |
| Individuals (other than high net worth individuals) | 1,561 | $266.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | 18 | 20 | increased by2 |
| Apr 1, 2026 | Clients | 1,506 | 1,729 | increased by223 |
| Apr 1, 2026 | AUM | $909,386,653 | $1,016,267,428 | increased by$106,880,775 |
| Apr 1, 2026 | Accounts | 1,506 | 1,729 | increased by223 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOLLINDA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOLLINDA CAPITAL” 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.