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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SOLITUDE FINANCIAL SERVICES, INC.

CRD 150348

CHARLOTTESVILLE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04e76ec3-1bd7-92a2-c455-f362beb47497

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 6
On other graphs: 0
Observed: Jul 24, 2019 to Sep 10, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $364MItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $363M
Private client RAUM: $364MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $60.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 787
Individual clients: 31
High net worth clients: 133
Custody, client assets: $364M
SEC number: 801-117235
CRD: 150348
Filings on the tape: 18
First filed: Jul 24, 2019
Latest filed: Sep 10, 2026
Organised: Corporation, VA
Website: solitudefinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GENE MICHAEL KOWALSKI	n/a	CHARLOTTESVILLE, VA	17	29	n/a	no
ASHLEY JONATHON VICE	Certified Financial Planner\|Chartered Financial Analyst	CHARLOTTESVILLE, VA \| Denver, CO	4	20	5	no
Andrew J St.Jean	Certified Financial Planner	CHARLOTTESVILLE, VA	3	10	1	no
Jacob Levi Fleming	Certified Financial Planner	CHARLOTTESVILLE, VA	2	11	5	no
Ty W Bilderback	Certified Financial Planner\|Chartered Financial Analyst	CHARLOTTESVILLE, VA	2	28	2	no
Michael Whitney	Certified Financial Planner	CHARLOTTESVILLE, VA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KOWALSKI, GENE, MICHAEL	PRINCIPAL, WEALTH ADVISOR	E	yes	06/2009	Jul 24, 2019	Nov 14, 2024
VICE, ASHLEY, JONATHON	CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR	A	yes	10/2021	Mar 28, 2022	Nov 14, 2024
KIDD FINNERAN, JENNIFER, SUZANNE	CHIEF OF STAFF	Na	no	04/2019	Mar 28, 2022	Nov 14, 2024
MILES, LINDLEE, LOUISE	CHIEF TECHNOLOGY OFFICER	A	no	11/2014	Jul 24, 2019	Nov 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 4, 2026	$364M	$363M	8	6	0	n/a	n/a
2024	Feb 12, 2025	$284M	$283M	7	5	0	n/a	n/a
2023	Feb 21, 2024	$233M	$233M	6	4	0	n/a	n/a
2022	Mar 23, 2023	$188M	$187M	7	4	1	n/a	n/a
2021	Mar 28, 2022	$191M	$191M	6	4	2	n/a	n/a
2020	Jan 19, 2021	$154M	$154M	4	2	0	n/a	n/a
2019	Mar 16, 2020	$121M	$121M	4	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$364M	$284M	28.0%	$188M	24.6%	8	7	1	0

Relationships

Registered with (9)

← Michael WhitneyAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← Ty W BilderbackAdvisorregistration: current employment
Aug 7, 2024 to presentfactForm ADV
← Jacob Levi FlemingAdvisorregistration: current employment
Mar 12, 2024 to presentfactForm ADV
← Andrew J St.JeanAdvisorregistration: current employment
Jul 7, 2023 to presentfactForm ADV
← ASHLEY JONATHON VICEAdvisorregistration: current employment
Oct 17, 2021 to presentfactForm ADV
← GENE MICHAEL KOWALSKIAdvisorregistration: current employment
Jun 30, 2009 to presentfactForm ADV
← CHARLES TRAVIS READERAdvisorregistration: previous registration
Feb 9, 2024 to May 15, 2024factForm ADV
← ARIEL NICOLE KAUFFMANAdvisorregistration: previous registration
Mar 5, 2021 to Feb 1, 2024factForm ADV
← MICHAEL AARON KAUFFMANAdvisorregistration: previous registration
Jan 7, 2020 to Dec 31, 2023factForm ADV

Controls (2)

← VICE, ASHLEY, JONATHONOwnerCHIEF COMPLIANCE OFFICER, WEALTH ADVISOR, ownership code A, individual
Mar 28, 2022 to Nov 14, 2024factForm ADV
← KOWALSKI, GENE, MICHAELOwnerPRINCIPAL, WEALTH ADVISOR, ownership code E, individual
Jul 24, 2019 to Nov 14, 2024factForm ADV

Owns (2)

← MILES, LINDLEE, LOUISEOwnerCHIEF TECHNOLOGY OFFICER, ownership code A, individual
Jul 24, 2019 to Nov 14, 2024factForm ADV
← KIDD FINNERAN, JENNIFER, SUZANNEOwnerCHIEF OF STAFF, ownership code NA, individual
Mar 28, 2022 to Nov 14, 2024factForm ADV

Dated events

Occurred
May 15, 2024
Advisor changed firm
Charles Travis Reader left Solitude Financial Services, Inc. for Leading Edge Financial Planning Llc (registered 2024-11-14)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2024
Advisor changed firm
Ariel Nicole Kauffman left Solitude Financial Services, Inc. for The Wealthcare Clinic (registered 2026-09-14)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Michael Aaron Kauffman left Solitude Financial Services, Inc. for Boldin Advisors (registered 2025-09-09)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Control person joined
Jonathon Ashley Vice (Chief Compliance Officer, Wealth Advisor) appeared on Schedule A of Solitude Financial Services, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 16, 2020
Control person joined
Aaron Michael Kauffman (Associate Wealth Advisor) appeared on Schedule A of Solitude Financial Services, Inc.
Form ADVobserved 6 days ago
Occurred
Jul 24, 2019
First Form ADV filing
Solitude Financial Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04e76ec3-1bd7-92a2-c455-f362beb47497
First observed: Jul 24, 2019
Last observed: Sep 10, 2026 11 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SOLITUDE FINANCIAL SERVICES, INC.

CRD 150348

CHARLOTTESVILLE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04e76ec3-1bd7-92a2-c455-f362beb47497

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GENE MICHAEL KOWALSKI

n/a

CHARLOTTESVILLE, VA

n/a

ASHLEY JONATHON VICE

Certified Financial Planner|Chartered Financial Analyst

CHARLOTTESVILLE, VA | Denver, CO

Andrew J St.Jean

Certified Financial Planner

CHARLOTTESVILLE, VA

Jacob Levi Fleming

Certified Financial Planner

CHARLOTTESVILLE, VA

Ty W Bilderback

Certified Financial Planner|Chartered Financial Analyst

CHARLOTTESVILLE, VA

Michael Whitney

Certified Financial Planner

CHARLOTTESVILLE, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOWALSKI, GENE, MICHAEL

PRINCIPAL, WEALTH ADVISOR

yes

06/2009

Jul 24, 2019

Nov 14, 2024

VICE, ASHLEY, JONATHON

CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR

yes

10/2021

Mar 28, 2022

Nov 14, 2024

KIDD FINNERAN, JENNIFER, SUZANNE

CHIEF OF STAFF

04/2019

Mar 28, 2022

Nov 14, 2024

MILES, LINDLEE, LOUISE

CHIEF TECHNOLOGY OFFICER

11/2014

Jul 24, 2019

Nov 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 4, 2026

$364M

$363M

n/a

2024

Feb 12, 2025

$284M

$283M

n/a

2023

Feb 21, 2024

$233M

n/a

2022

Mar 23, 2023

$188M

$187M

n/a

2021

Mar 28, 2022

$191M

n/a

2020

Jan 19, 2021

$154M

n/a

2019

Mar 16, 2020

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$364M

$284M

28.0%

$188M

24.6%