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.
SEC-registered adviser
Reedmark Advisors, LLC
Latest filing Mar 18, 2026
First filing on the tape Dec 19, 2014 · 28 filings
SEC status approved since Jan 9, 2015
RAUM
$565M
reported, Item 5.F
Discretionary
29%
of RAUM
Private clients
14%
$80.1M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$141M
derived; firm RAUM over IAPD count
Employees
12
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$565M as of Mar 18, 2026
Feb 29, 2016$206M then
HNW client RAUM$78.1M as of Mar 18, 2026
Mar 9, 2018$3.3M then
State-registered IARs (5.B.3)5 as of Mar 18, 2026
Feb 29, 20162 then
Employees (5.A)12 as of Mar 18, 2026
Feb 29, 20162 then
Private funds: no history
RAUM +42% over the last fiscal year+18% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $141MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 10derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $7.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 29%derivedof RAUM
- Institutional
- 86%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +42%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$475M84%
- High-net-worth individuals$78.1M14%
- Charitable organizations$9.1M1.6%
- Individuals$2.0M0.4%
- Individual clients
- 11reported
- HNW clients
- 28reported
- Pension plan clients
- 36reported
- Charitable clients
- 2reported
- Accounts
- 77reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.14 fund_share=0.0 institutional_share=0.86 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Travis Edward SollingerCertified Financial Planner | Pittsburgh, Pa | Dec 3, 2024 | 29 y | 5 |
| Steven Carl Price | Pittsburgh, Pa | Feb 18, 2025 | 38 y | 4 |
| Vincent Ernest Zullo | Somerville, Nj | Mar 4, 2025 | 28 y | 4 |
| Anthony Joseph Pascazio | Somerville, Nj | Jan 1, 2026 | 24 y | 4 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Anthony Joseph Pascazio from Sf AdvisorsJan 1, 2026 · Other
- Vincent Ernest Zullo from Lion Street Advisors, LLCMar 4, 2025 · Other
- Steven Carl Price from Lion Street Advisors, LLCFeb 18, 2025 · Other
- Travis Edward Sollinger from Lion Street Advisors, LLCDec 3, 2024 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Lion Street Advisors, LLCOct 13, 2025 · Pittsburgh, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Anthony Pascazio · Managing Member & Ccocontrolsince 10/2014 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Somerville, Nj · principal | 4 | 1 | 0 | ||
| Pittsburgh, Pa | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 18, 2026financial planning (Item 5.G.1): no on the filing of 2025-03-26, yes on the filing of 2026-03-18peers: other advisers, $500M to $1B (95)
- discretionary share shiftChange between filings · filing Mar 18, 2026discretionary share of RAUM moved from 8.0% to 29.0% between the annual amendments of 2025-03-26 and 2026-03-18peers: other advisers, $500M to $1B (95)
What changed
consecutive filings, newest first
- Accounts · 29 to 77Mar 26, 2025 to Mar 18, 2026
- Advisory activities · 4 to 6Mar 26, 2025 to Mar 18, 2026
- Charity clients · 1 to 2Mar 26, 2025 to Mar 18, 2026
- HNW clients · 0 to 28Mar 26, 2025 to Mar 18, 2026
- Individual clients · 0 to 11Mar 26, 2025 to Mar 18, 2026
- Pension plan clients · 28 to 36Mar 26, 2025 to Mar 18, 2026
- Financial planning clients · to 1-10Mar 26, 2025 to Mar 18, 2026
- Discretionary RAUM · $31.0M to $161MMar 26, 2025 to Mar 18, 2026
- HNW RAUM · $0 to $78.1MMar 26, 2025 to Mar 18, 2026
- Individual RAUM · $0 to $2.0MMar 26, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $366M to $403MMar 26, 2025 to Mar 18, 2026
- Pension RAUM · $394M to $475MMar 26, 2025 to Mar 18, 2026
- RAUM · $397M to $565MMar 26, 2025 to Mar 18, 2026
- Accounts · 19 to 29Mar 28, 2024 to Mar 26, 2025
- Advisory employees · 1 to 9Mar 28, 2024 to Mar 26, 2025
- BD registered reps · 0 to 3Mar 28, 2024 to Mar 26, 2025
- Pension plan clients · 18 to 28Mar 28, 2024 to Mar 26, 2025
- Employees · 3 to 12Mar 28, 2024 to Mar 26, 2025
- Financial planning clients · 0 to Mar 28, 2024 to Mar 26, 2025
- State-registered IARs · 1 to 5Mar 28, 2024 to Mar 26, 2025
- Discretionary RAUM · $28.4M to $31.0MMar 28, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $303M to $366MMar 28, 2024 to Mar 26, 2025
- Pension RAUM · $329M to $394MMar 28, 2024 to Mar 26, 2025
- RAUM · $332M to $397MMar 28, 2024 to Mar 26, 2025
- Financial planning clients · unset to 0Oct 20, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.3M to $28.4MOct 20, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $344M to $303MOct 20, 2023 to Mar 28, 2024
- Pension RAUM · $344M to $329MOct 20, 2023 to Mar 28, 2024
- RAUM · $346M to $332MOct 20, 2023 to Mar 28, 2024
- Accounts · 17 to 19Mar 24, 2022 to Mar 16, 2023
- Pension plan clients · 16 to 18Mar 24, 2022 to Mar 16, 2023
- Discretionary RAUM · $0 to $2.3MMar 24, 2022 to Mar 16, 2023
- Non-discretionary RAUM · $1.3B to $344MMar 24, 2022 to Mar 16, 2023
- Pension RAUM · $1.3B to $344MMar 24, 2022 to Mar 16, 2023
- RAUM · $1.3B to $346MMar 24, 2022 to Mar 16, 2023
- Employees · 4 to 3Mar 3, 2022 to Mar 24, 2022
- Advisory employees · 2 to 1Mar 3, 2022 to Mar 24, 2022
- State-registered IARs · 2 to 1Mar 3, 2022 to Mar 24, 2022
- Accounts · 19 to 17Mar 23, 2021 to Mar 3, 2022
- Charity clients · 0 to 1Mar 23, 2021 to Mar 3, 2022
Signals
4 dated events
- Reedmark Advisors, Llc reported RAUM $564.6M, up 42% from $396.9M (2025-03-26 to 2026-03-18)Mar 18, 2026 · RAUM change · derived
- 2 advisors left Lion Street Advisors, LLC (Pittsburgh, PA) for Reedmark Advisors, LLC on the same dayOct 13, 2025 · Team lift-out · derived
- Reedmark Advisors, Llc reported RAUM $346.3M, down 73% from $1.3B (2022-03-24 to 2023-03-16)Mar 16, 2023 · RAUM change · derived
- Reedmark Advisors, Llc filed its initial SEC registration (Form ADV)Dec 19, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- solenture.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 908-300-5292reportedpublic record, Form ADV, Mar 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $141Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026