CRD: 325993
Solid Investment Advisory LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2023
- Office Locations
- 1
Office Locations
About Solid Investment Advisory LLC
Solid Investment Advisory is a founder-led RIA launched in 2023 by Jim (James R.) Dorsett, providing personalized investment advisory and portfolio management for retail clients. The firm emphasizes customized portfolios and individual stock selection, with ETF-heavy allocations complemented by fixed income. Currently registered to conduct business only in Indiana, and supports accounts on platforms including Altruist and Truist Bank.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
James R. Dorsett
Chief Compliance Officer, Financial Advisor
- CRD
- #7715939
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,721,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,721,587 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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