CHARLOTTESVILLE, VACRD 150348Latest ADV May 9, 2026
Solitude Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated February 4, 2026, reports $364M in regulatory assets under management, 8 employees, and 787 accounts.
Assets Under Management
$364M
Employees
8
Offices
--
Total Clients
164
Primary office
CHARLOTTESVILLE, VA
236 EAST HIGH STREET, CHARLOTTESVILLE, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.1% of total clients.
Top client categories% of clientsClients
1
HNWI
81.1%
133
2
Individuals
18.9%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$364Mas of May 9, 2026
Discretionary99.8%
$363M
100% of total RAUM99.8%
Non-discretionary0.2%
$860K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$364M
Total Accounts787
10Y AUM Change+$242M (+199.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee21:1
10Y Employee Change+5 (+166.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.