| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent David Moore Control | Vice President Business Development | Under 5% | 2013 |
| Bristlecone Buyer, LLC Control | Owner | Over 75% | 2024 |
| Casey James T Barrus | Cfo | Under 5% | 2024 |
Soltis Investment Advisors, LLC reports $8.4 billion in regulatory assets under management on its Form ADV.
Soltis Investment Advisors, LLC reports 95 employees.
Soltis Investment Advisors, LLC is based in St. George, UT and has been SEC-registered since 2010.
Soltis Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20 North Main, Suite 400, St. George, UT 84770 |
| Phone | 435-674-1600 |
| Fax | 435-674-1616 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $8.35B |
| Non-discretionary | $0 |
| Total (RAUM) | $8.35B |