DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

David Eric Van Horn

Sollinda Capital Management LLCmixed wealthHickory, Nc dual registrantIAPD 4483117

Feed of 09/15/2026

At current firm

2 y

since Jan 2, 2024

In the industry

24 y

since Mar 1, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sollinda Capital Management LLC mixed wealth current
since Jan 2, 2024 · Miami, Fl
Capital Investment Advisory Services, LLC BD affiliated
Jan 2, 2013 to Dec 26, 2023 · Raleigh, Nc
Cic Advisers, LLC unclassified
Apr 1, 2011 to Dec 31, 2012 · Raleigh, Nc
Synergy Investment Group, LLC former
Jan 2, 2004 to Apr 4, 2011 · Hickory, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 20, 2003 to Jan 2, 2004 · Charlotte, Nc
Morgan Stanley Dw Inc. unclassified
Apr 5, 2002 to Oct 6, 2003 · Huntersville, Nc

Moves

a registration end followed by a registration begin elsewhere

Capital Investment Advisory Services, LLC to Sollinda Capital Management LLC
left Dec 26, 2023, registered Jan 2, 2024 (7 days) · Other · moved with a team
Cic Advisers, LLC to Capital Investment Advisory Services, LLC
left Dec 31, 2012, registered Jan 2, 2013 (2 days) · corporate re-registration, not a move
Synergy Investment Group, LLC to Cic Advisers, LLC
left Apr 4, 2011, registered Apr 1, 2011 (-3 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Synergy Investment Group, LLC
left Jan 2, 2004, registered Jan 2, 2004 (0 days) · Other
Morgan Stanley Dw Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 6, 2003, registered Oct 20, 2003 (14 days) · Other

Signals

David Eric Van Horn left Capital Investment Advisory Services, Llc for Sollinda Capital Management Llc (registered 2024-01-02)
Dec 26, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address