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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | 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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