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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2022
- Office Locations
- 1
Office Locations
About Solve Consulting Group, LLC
SOLVE Consulting Group is a Fort Wayne, Indiana RIA focused on private, multi-generational financial planning paired with cost- and tax-efficient investment and asset management. The team works closely with clients and their families on estate, tax, insurance, and business-succession needs and implements diversified portfolios with a notable ETF and municipal/government bond mix. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
NOEL HOLLIS KNOX
Chief Executive Officer, Consultant, Founder
- CRD
- #4714966
- Ownership
- 75% or more
AMY ELIZABETH THOMPSON
Chief Financial Officer, Partner
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,541,704 | -- |
| Non-Discretionary | $7,905,857 | -- |
| Total | $54,447,561 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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