DFX Intelligence

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

SOLO CAPITAL STRATEGIES

SOLO K WEALTH LLC, CRD 318236

SCOTTSDALE, AZ

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:e4d1af2d-2c60-cce6-dd53-bffdb47dc252

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jan 21, 2022 to Mar 22, 2024
8 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $20,000Item 5.F on the latest filing (2024-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20,000
Private client RAUM: $20,000derivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Individual clients: 0
High net worth clients: 1
SEC number: 801-123280
CRD: 318236
Filings on the tape: 8
First filed: Jan 21, 2022
Latest filed: Mar 22, 2024
Organised: Limited Liability Company, Delaware
Website: solocapital.com

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
Nabers, Jeffrey	Ceo	D	yes	03/2021	Jan 21, 2022	Mar 22, 2024
Nabers, Jeffrey	CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Jan 21, 2022	Mar 22, 2024
SOLO K, INC.	Owner	E	yes	10/2021	Jan 21, 2022	Mar 22, 2024

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
NABERS WEALTH LLC	n/a	Former SEC adviser	$21.8M	Y	yes	n/a
COIN CAPITAL, LLC	n/a	State registered	n/a	Y	yes	n/a
NABERS FINANCIAL GROUP LLC	n/a	n/a	n/a	Y	yes	n/a

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
2023	Mar 22, 2024	$20,000	$20,000	1	1	0	n/a	n/a
2022	Mar 2, 2023	$0	$0	1	1	0	n/a	n/a

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
2023	$20,000	$0	n/a	n/a	n/a	1	1	0	0

Relationships

Affiliated with (3)

← NABERS WEALTH LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ COIN CAPITAL, LLCRegistered adviserpooled vehicle sponsor, control, common control
factForm ADV
→ NABERS WEALTH LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (2)

← Nabers, JeffreyOwnerCEO, ownership code D, individual
Jan 21, 2022 to presentfactForm ADV
← SOLO K, INC.OwnerOWNER, ownership code E, domestic entity
Jan 21, 2022 to presentfactForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Solo Capital Strategies no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $20,000)
Form ADVobserved 4 days ago
$20,000
Occurred
Dec 18, 2023
Control person left
Kiera Lacy (Cco) no longer on Schedule A of Solo Capital Strategies (listed 2023-04-04, absent 2023-12-18)
Form ADVobserved 4 days ago
Occurred
Dec 9, 2022
Control person joined
Kiera Lacy (Cco) appeared on Schedule A of Solo Capital Strategies
Form ADVobserved 4 days ago
Occurred
Jan 21, 2022
First Form ADV filing
Solo K Wealth Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4d1af2d-2c60-cce6-dd53-bffdb47dc252
First observed: Jan 21, 2022
Last observed: Mar 22, 2024 30 months 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.

SOLO CAPITAL STRATEGIES

SOLO K WEALTH LLC, CRD 318236

SCOTTSDALE, AZ

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:e4d1af2d-2c60-cce6-dd53-bffdb47dc252

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Nabers, Jeffrey

Ceo

yes

03/2021

Jan 21, 2022

Mar 22, 2024

Nabers, Jeffrey

CHIEF COMPLIANCE OFFICER

yes

07/2023

Jan 21, 2022

Mar 22, 2024

SOLO K, INC.

Owner

yes

10/2021

Jan 21, 2022

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NABERS WEALTH LLC

n/a

Former SEC adviser

$21.8M

yes

n/a

COIN CAPITAL, LLC

n/a

State registered

n/a

yes

n/a

NABERS FINANCIAL GROUP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 22, 2024

$20,000

n/a

2022

Mar 2, 2023

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$20,000

n/a