Soltis Investment Advisors, LLC
● SEC registered since 2010CRD 154690SEC# 801-71833St. George, UT
Reg. AUM
$12.04B
Employees
121
Accounts
5,414
Location
St. George, UT
Soltis Investment Advisors, LLC assets under management
Soltis Investment Advisors, LLC operates as an SEC-registered investment adviser based in St. George, UT. The firm has been registered since 2010. It reports $12 billion in regulatory assets under management and employs 121 people.
Soltis Investment Advisors, LLC owners & executives
30 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent David Moore Control | Executive Vice President | Under 5% | 2025 |
| Bristlecone Buyer, LLC Control | Owner | Over 75% | 2024 |
| Casey James T Barrus Control | Cfo | Under 5% | 2024 |
See all 30 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Soltis Investment Advisors, LLC manage?
Soltis Investment Advisors, LLC reports $12 billion in regulatory assets under management on its Form ADV.
How many employees does Soltis Investment Advisors, LLC have?
Soltis Investment Advisors, LLC reports 121 employees.
Where is Soltis Investment Advisors, LLC located?
Soltis Investment Advisors, LLC is based in St. George, UT and has been SEC-registered since 2010.
Does Soltis Investment Advisors, LLC disclose fund performance?
Soltis Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 North Main St, Suite 400, St. George, UT 84770 |
| Phone | 435-674-1600 |
| Fax | 435-674-1616 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.04B▲ 76%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$12.04Bregulatory AUM
Discretionary $12.04B