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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

SOLLINDA CAPITAL MANAGEMENT LLC

CRD 321742

MIAMI, FL

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:24acf1f3-2e37-d4dd-334e-d7c89b848d2b

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 8
On other graphs: 0
Observed: Dec 7, 2022 to Sep 8, 2026
24 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: mixed wealth managerderivedprivate_client_share=0.49 fund_share=0.46 institutional_share=0.05 related_bd=true related_bank=false bd_reps=8.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $497MderivedItem 5.D individuals plus high net worth individuals
Private client share: 49%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $59.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 15
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 1,729
Individual clients: 1,561
High net worth clients: 149
Custody, client assets: $282M
SEC number: 801-127144
CRD: 321742
Filings on the tape: 24
First filed: Dec 7, 2022
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, DE

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
ANNA HUFFMAN WINGER	Certified Financial Planner	MIAMI, FL \| Hickory, NC	2	13	2	no
CHRISTOPHER JASON COWAN	n/a	Savannah, GA \| MIAMI, FL	2	24	2	yes
MARIANNE KATHERINE BROUILLETTE	n/a	Savannah, GA \| MIAMI, FL	2	19	3	yes
DAVID ERIC VAN HORN	n/a	Hickory, NC \| MIAMI, FL	2	24	5	yes
GAVIN MARSHALL LANGLEY	n/a	Morehead City, NC \| MIAMI, FL	2	17	3	yes
ANDREW ELISHA RADER	Certified Financial Planner	Hickory, NC \| MIAMI, FL	2	13	4	yes
AMBER HOPE HINDS	n/a	MIAMI, FL \| MIDLAND, GA	2	10	2	no
RYAN ANTHONY MUMY	Certified Financial Planner	MIAMI, FL \| HICKORY, NC	2	23	4	no
JONATHAN ANDREW INGRAM	n/a	MIAMI, FL \| ROANOKE, VA	2	16	3	yes
Kenneth Cody Cowan	n/a	SAVANAH, GA \| MIAMI, FL	1	12	n/a	yes
Gordon Richard Jensen	n/a	LITTLE ROCK, AR \| MIAMI, FL	1	10	1	no
RICHARD RONALD JENSEN	n/a	MIAMI, FL \| HUMACAO, PR	1	39	5	no
JUSTIN RICHARD GREENHILL	n/a	MIAMI, FL	1	12	3	no
WILLIAM KEITH MCCULLOUGH	n/a	ROLAND, AR \| MIAMI, FL	1	40	n/a	no
Howard Todd Whatley	n/a	MIAMI, FL \| BENTONVILLE, AR	0	19	n/a	no
William Matthew Stamper	n/a	Guyton, GA \| MIAMI, FL	0	10	n/a	yes
BRITTANY STARNES MACCHIA	n/a	MIAMI, FL \| HICKORY, NC	0	10	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
GESTALT, LLC	Owner	E	yes	10/2023	Sep 8, 2026	Sep 8, 2026
GREENHILL, JUSTIN, RICHARD	CHIEF INVESTMENT OFFICER	Na	yes	12/2022	Sep 8, 2026	Sep 8, 2026
MUMY, RYAN, ANTHONY	CHIEF EXECUTIVE OFFICER	Na	yes	10/2023	Sep 8, 2026	Sep 8, 2026
GREENHILL, JUSTIN, RICHARD	MANAGING MEMBER	D	yes	10/2023	Dec 7, 2022	Dec 4, 2024
MUMY, RYAN, ANTHONY	MANAGING MEMBER	D	yes	10/2023	Nov 3, 2023	Dec 4, 2024
CALVERT, JARED, BENNETT	CHIEF COMPLIANCE OFFICER	Na	no	01/2023	Sep 8, 2026	Sep 8, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ANDREW RADER	n/a	n/a	n/a	N	no	n/a
CHRISTOPHER JASON COWAN	n/a	n/a	n/a	N	no	n/a
DAVID VAN HORN	n/a	n/a	n/a	N	no	n/a
GAVIN LANGLEY	n/a	n/a	n/a	N	no	n/a
JAMES RUSSELL BEAM	n/a	n/a	n/a	N	no	n/a
MARIANNE BROUILLETTE	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Hickory	Nc	United States	5	no

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	Mar 13, 2026	$1.0B	$1.0B	20	15	7	n/a	n/a
2024	Mar 17, 2025	$909M	$906M	18	14	7	n/a	n/a
2023	Mar 5, 2024	$917M	$913M	14	9	1	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	13	1

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	$1.0B	$909M	11.8%	n/a	n/a	20	18	7	7

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BRS FINANCIAL LLC	2	Dec 5, 2024	Dec 4, 2024	LITTLE ROCK, AR	Team lift out	RIA to RIA	66.7%
CAPITAL INVESTMENT ADVISORY SERVICES, LLC	4	Dec 26, 2023	Jan 2, 2024	HICKORY, NC	Team lift out	Other	4.3%
CAPITAL INVESTMENT ADVISORY SERVICES, LLC	2	Nov 2, 2023	Dec 5, 2023	SAVANNAH, GA	Team lift out	Other	2.0%

Relationships

Registered with (18)

← BRITTANY STARNES MACCHIAAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← William Matthew StamperAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← Howard Todd WhatleyAdvisorregistration: current employment
Nov 6, 2025 to presentfactForm ADV
← WILLIAM KEITH MCCULLOUGHAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← JUSTIN RICHARD GREENHILLAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← RICHARD RONALD JENSENAdvisorregistration: current employment
Dec 4, 2024 to presentfactForm ADV
← Gordon Richard JensenAdvisorregistration: current employment
Nov 18, 2024 to presentfactForm ADV
← Kenneth Cody CowanAdvisorregistration: current employment
Oct 11, 2024 to presentfactForm ADV
← JONATHAN ANDREW INGRAMAdvisorregistration: current employment
May 15, 2024 to presentfactForm ADV
← RYAN ANTHONY MUMYAdvisorregistration: current employment
Mar 28, 2024 to presentfactForm ADV
← AMBER HOPE HINDSAdvisorregistration: current employment
Jan 19, 2024 to presentfactForm ADV
← DAVID ERIC VAN HORNAdvisorregistration: current employment
Jan 2, 2024 to presentfactForm ADV
← GAVIN MARSHALL LANGLEYAdvisorregistration: current employment
Jan 2, 2024 to presentfactForm ADV
← ANDREW ELISHA RADERAdvisorregistration: current employment
Jan 2, 2024 to presentfactForm ADV
← CHRISTOPHER JASON COWANAdvisorregistration: current employment
Dec 5, 2023 to presentfactForm ADV
← MARIANNE KATHERINE BROUILLETTEAdvisorregistration: current employment
Dec 5, 2023 to presentfactForm ADV
← ANNA HUFFMAN WINGERAdvisorregistration: current employment
Nov 3, 2023 to presentfactForm ADV
← JAMES RUSSELL BEAMAdvisorregistration: previous registration
Jan 2, 2024 to Mar 13, 2025factForm ADV

Controls (3)

← MUMY, RYAN, ANTHONYOwnerMANAGING MEMBER, ownership code D, individual
Nov 3, 2023 to Dec 4, 2024factForm ADV
← GREENHILL, JUSTIN, RICHARDOwnerMANAGING MEMBER, ownership code D, individual
Dec 7, 2022 to Dec 4, 2024factForm ADV
← GESTALT, LLCOwnerOWNER, ownership code E, domestic entity
Nov 3, 2023 to Dec 4, 2024factForm ADV

Owns (1)

← CALVERT, JARED, BENNETTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 6, 2023 to Dec 4, 2024factForm ADV

Moved with (2)

← BRS FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Dec 5, 2024 to Dec 4, 2024factForm ADV
← CAPITAL INVESTMENT ADVISORY SERVICES, LLCRegistered adviser4 advisors, team lift out, same day
Dec 26, 2023 to Jan 2, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 13, 2025
Advisor changed firm
James Russell Beam left Sollinda Capital Management Llc for Capital Investment Advisory Services, Llc (registered 2025-03-20)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2024
Team lift-out
2 advisors left Brs Financial LLC (Little Rock, AR) for Sollinda Capital Management LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 5, 2024
Regulatory AUM changed
Sollinda Capital Management Llc reported RAUM $916.8M, up 447% from $167.7M (2023-12-04 to 2024-03-05)
Form ADVobserved 5 days ago
$749M
Occurred
Dec 26, 2023
Team lift-out
4 advisors left Capital Investment Advisory Services, LLC (Raleigh, NC) for Sollinda Capital Management LLC on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Nov 3, 2023
Control person joined
Anthony Ryan Mumy (Managing Member) appeared on Schedule A of Sollinda Capital Management Llc
Form ADVobserved 5 days ago
Occurred
Nov 2, 2023
Team lift-out
2 advisors left Capital Investment Advisory Services, LLC (Savannah, GA) for Sollinda Capital Management LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 7, 2022
First Form ADV filing
Sollinda Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 17, 2025
Sollinda Capital Management Llc reported 7 offices beyond its principal office, up from 1 (2024-12-04 to 2025-03-17)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24acf1f3-2e37-d4dd-334e-d7c89b848d2b
First observed: Dec 7, 2022
Last observed: Sep 8, 2026 12 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.

SOLLINDA CAPITAL MANAGEMENT LLC

CRD 321742

MIAMI, FL

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:24acf1f3-2e37-d4dd-334e-d7c89b848d2b

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANNA HUFFMAN WINGER

Certified Financial Planner

MIAMI, FL | Hickory, NC

CHRISTOPHER JASON COWAN

n/a

Savannah, GA | MIAMI, FL

yes

MARIANNE KATHERINE BROUILLETTE

n/a

Savannah, GA | MIAMI, FL

yes

DAVID ERIC VAN HORN

n/a

Hickory, NC | MIAMI, FL

yes

GAVIN MARSHALL LANGLEY

n/a

Morehead City, NC | MIAMI, FL

yes

ANDREW ELISHA RADER

Certified Financial Planner

Hickory, NC | MIAMI, FL

yes

AMBER HOPE HINDS

n/a

MIAMI, FL | MIDLAND, GA

RYAN ANTHONY MUMY

Certified Financial Planner

MIAMI, FL | HICKORY, NC

JONATHAN ANDREW INGRAM

n/a

MIAMI, FL | ROANOKE, VA

yes

Kenneth Cody Cowan

n/a

SAVANAH, GA | MIAMI, FL

n/a

yes

Gordon Richard Jensen

n/a

LITTLE ROCK, AR | MIAMI, FL

RICHARD RONALD JENSEN

n/a

MIAMI, FL | HUMACAO, PR

JUSTIN RICHARD GREENHILL

n/a

MIAMI, FL

WILLIAM KEITH MCCULLOUGH

n/a

ROLAND, AR | MIAMI, FL

n/a

Howard Todd Whatley

n/a

MIAMI, FL | BENTONVILLE, AR

n/a

William Matthew Stamper

n/a

Guyton, GA | MIAMI, FL

n/a

yes

BRITTANY STARNES MACCHIA

n/a

MIAMI, FL | HICKORY, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GESTALT, LLC

Owner

yes

10/2023

Sep 8, 2026

GREENHILL, JUSTIN, RICHARD

CHIEF INVESTMENT OFFICER

yes

12/2022

Sep 8, 2026

MUMY, RYAN, ANTHONY

CHIEF EXECUTIVE OFFICER

yes

10/2023

Sep 8, 2026

GREENHILL, JUSTIN, RICHARD

MANAGING MEMBER

yes

10/2023

Dec 7, 2022

Dec 4, 2024

MUMY, RYAN, ANTHONY

MANAGING MEMBER

yes

10/2023

Nov 3, 2023

Dec 4, 2024

CALVERT, JARED, BENNETT

CHIEF COMPLIANCE OFFICER

01/2023

Sep 8, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ANDREW RADER

n/a

CHRISTOPHER JASON COWAN

n/a

DAVID VAN HORN

n/a

GAVIN LANGLEY

n/a

JAMES RUSSELL BEAM

n/a

MARIANNE BROUILLETTE

n/a

City

State

Country

Employees

Also broker-dealer

Hickory

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$1.0B

n/a

2024

Mar 17, 2025

$909M

$906M

n/a

2023

Mar 5, 2024

$917M

$913M

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

$1.0B

$909M

11.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BRS FINANCIAL LLC

Dec 5, 2024

Dec 4, 2024

LITTLE ROCK, AR

Team lift out

RIA to RIA

66.7%

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Dec 26, 2023

Jan 2, 2024

HICKORY, NC

Team lift out

Other

4.3%

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Nov 2, 2023

Dec 5, 2023

SAVANNAH, GA

Team lift out

Other

2.0%