Select Investment Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 27, 2026, reports $37M in regulatory assets under management, 5 employees, and 41 accounts.
Assets Under Management
$37M
Employees
5
Offices
--
Total Clients
32
Primary office
WASHINGTON, DC
1100 CONNECTICUT AVENUE, NW, SUITE 300, WASHINGTON, DC, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
24
2
NON-PROFIT/EDUCATION
21.9%
7
3
Pooled Investment Vehicles
3.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$37Mas of March 27, 2026
Discretionary100.0%
$37M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$37M
Total Accounts41
10Y AUM Change+$37M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee6:1
10Y Employee Change0 (0.0%)
* 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.