RIA Intel›Advisers›Indiana›SOLVE CONSULTING GROUP, LLC

SOLVE CONSULTING GROUP, LLC

Advisory

FORT WAYNE, IN

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in IN

#264

of 270 advisers by AUM

Average account

$504K

across 108 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$54M

Discretionary AUM$47M

Non-Discretionary AUM$8M

Discretionary %85.5%

Total Clients65

Team

Total Employees2

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

65 clients

17 high-net-worth

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

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