RIA Intel›Advisers›Delaware›SOLOMON AND ASSOCIATES, LLC

SOLOMON AND ASSOCIATES, LLC

Advisory

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

Average account

$345K

across 32 accounts

AUM per adviser

$6M

2 advisers

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

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

14 clients

9 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 DE

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

YORKVILLE CAPITAL MANAGEMENT LLC

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-11.6% 1Y

NEW OBSERVER CAPITAL MANAGEMENT, LLC

$11M

SAIL LOFT CAPITAL MANAGEMENT LLC

$11M

GEMSTONE WEALTH MANAGEMENT, LLC

$11M

GERARD ASSET MANAGEMENT, L.L.C.

$11M

INDIGO ASSET MANAGEMENT, INC.

$11M

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