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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-20-2010
- Office Locations
- 25
Office Locations
About Soltis Investment Advisors, LLC
Soltis Investment Advisors is a fee-only RIA providing wealth management, investing, and retirement-focused financial planning built around client values. The firm uses a proprietary investment analysis process designed to minimize conflicts of interest, and builds portfolios across public markets—including ETFs—and private funds/alternatives. Based in St. George, Utah, it serves both retail and institutional clients and works with major custodians such as Schwab and Fidelity.
Reported data analysis
What the numbers show
Between December 5, 2025 and March 30, 2026, reported AUM increased 44.1%, from $8.4B to $12.0B.
Across 5 reported observations, AUM increased 131.5% between November 4, 2022 and March 30, 2026, from $5.2B to $12.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 63 advisory representatives and 5,428 clients, or 86.2 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 25 reported office locations and 15 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
- Technology
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The full Soltis Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HAL GARY ANDERSON MR.
DIRECTOR, Investment Advisor
- CRD
- #2432623
- Ownership
- Less than 5%
CASEY JAMES T BARRUS
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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Taylor David Acevedo
Investment Specialist
- CRD
- #7535717
THOMAS JAMES ADAMS
Senior Advisor
- CRD
- #6244337
Showing 2 of 92 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,036,590,400 | $2,223,234 |
| Non-Discretionary | $0 | -- |
| Total | $12,036,590,400 | $2,223,234 |
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Separately Managed Accounts
SMA allocation detail is available
Soltis Investment Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Soltis Investment Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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