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SOLYCO CAPITAL LLC

CRD 338113File 801-135407
APPROVED
Custody
Filing as of Sep 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$219.9M
Below cohort median (national)
Discretionary AUM
$219.9M
Clients
49
49 accounts
Employees
42
Below cohort median in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Feb 25, 2026
Principal office
400 WATER STREET, SUITE 203, ROCHESTER, MI, 48307
Phone
947-208-1900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$219.9M
Discretionary AUM
$219.9M
Non-discretionary AUM
$0
Discretionary accounts
49
Non-discretionary accounts
0
Total accounts
49
AUM per client
$4.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles49$219.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
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 11

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

Filed changes

DateFieldFromToChange
Mar 1, 2026Registration—APPROVED

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

See plans that list “SOLYCO CAPITAL” as a service provider on 5500mcp →

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