RIA Intel›Advisers›Florida›SOL FINANCIAL LLC

SOL FINANCIAL LLC

Advisory

MIAMI, FL

Data as of Jun 26, 2026 · Source: SEC Form ADV

Rank in FL

#2,198

of 2,610 advisers by AUM

Average account

$137K

across 71 accounts

AUM per adviser

$10M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$10M

Discretionary %

69.5%

Clients

36

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$10M

Discretionary AUM$7M

Non-Discretionary AUM$3M

Discretionary %69.5%

Total Clients36

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

MTH TRADING & CAPITAL MANAGEMENT, LLC

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A.E. LAUFER FINANCIAL SERVICES, INC.

FT LAUDERDALE, FL

$10M

KEHOE INVESTMENT SERVICES, INC

$10M

FORECAST FINANCIAL LLC

NEWBERRY, FL

$10M

THE WORLD CHANGERS INVESTMENTS, LLC

MIAMI, FL

$10M

SUNRISE WEALTH MANAGEMENT, LLC

$10M

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