RIA Intel›Advisers›Indiana›SOLID INVESTMENT ADVISORY LLC

SOLID INVESTMENT ADVISORY LLC

Advisory

Data as of May 12, 2026 · Source: SEC Form ADV

Average account

$189K

across 25 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

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

10 clients

1 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 IN

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

ANDERSON FINANCIAL PLANNING GROUP, LLC

$5M

GEORGE EDWARD RUSSELL DBA RUSSELL AND COMPANY

$5M

PROSPERO FINANCIAL PLANNING, LLC

NOBLESVILLE, IN

$4M

-92.5% 1Y

FOUNDATIONAL FINANCIAL ADVISORS, LLC

$4M

TAVEL INSURANCE & FINANCIAL SERVICES, LLC

$5M

WEALTHGUIDES LLC

INDIANAPOLIS, IN

$4M

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