Firm profile

SOLLINDA CAPITAL MANAGEMENT LLC

MIAMI, FLCRD 321742Latest ADV March 13, 2026

Sollinda Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 13, 2026, reports $1.0B in regulatory assets under management, 20 employees, 7 offices, and 1,729 accounts.

Assets Under Management
$1.0B
Employees
20
Offices
7 offices
Total Clients
1,729
Primary office
MIAMI, FL
1111 BRICKELL AVE, 10TH FLOOR, SUITE 68, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEORyan A. Mumy
CCOJared B. Calvert
CIOJustin R. Greenhill

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
1,561
2
HNWI
8.6%
149
3
Pension Plans
1.0%
17
4
Other Advisers
0.1%
2
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.0Bas of March 13, 2026
Discretionary99.8%
$1.0B
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
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$1.0B
Total Accounts1,729
10Y AUM Change+$1.0B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20
Clients per Employee86:1
10Y Employee Change+19 (+1900.0%)

* 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.