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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2023
- Office Locations
- 15
Office Locations
About Sollinda Capital Management LLC
Sollinda Capital Management, LLC is an SEC-registered investment adviser serving retail and institutional clients. The firm provides asset management and financial planning (including estate, insurance, and business succession) with a portfolio-construction focus. Its investment mix is ETF-heavy, complemented by fixed income and alternatives such as real estate and hedge funds. Custody includes Charles Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JARED BENNETT CALVERT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
JUSTIN RICHARD GREENHILL
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #5810357
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MARIANNE KATHERINE BROUILLETTE
Financial Advisor
- CRD
- #5146282
CHRISTOPHER JASON COWAN
Director
- CRD
- #4547344
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,014,312,431 | $589,032 |
| Non-Discretionary | $1,954,997 | $279,285 |
| Total | $1,016,267,428 | $587,778 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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