Takashi Bayard Moriuchi
DirectorSoltis Investment Advisors, LLCCRD 2813291
About Takashi Bayard Moriuchi
Takashi Bayard Moriuchi is listed as Director at Soltis Investment Advisors, LLC in St. George, UT. Form ADV reports a beneficial ownership band of Under 5%. Takashi Bayard Moriuchi is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Soltis Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Takashi Bayard Moriuchi work?
Takashi Bayard Moriuchi is listed as Director at Soltis Investment Advisors, LLC on SEC Form ADV.
How much of Soltis Investment Advisors, LLC does Takashi Bayard Moriuchi own?
Form ADV reports a beneficial ownership band of Under 5%.
Soltis Investment Advisors, LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Estancia Capital Management, LLC
| Title | Managing Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2012 |
Soltis Investment Advisors, LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |
Estancia Capital Management, LLC
| Title | Co-Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2012 |