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Firm profile

Solist Financial

TAMPA, FLCRD 329317Registration Status: ApprovedEffective since July 6, 2026Latest ADV June 15, 2026

Solist Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated June 15, 2026, reports $130M in regulatory assets under management, 1 employee, and 216 accounts.

Assets Under Management
$130M
Employees
1
Offices
--
Total Clients
87
Primary office
TAMPA, FL
442 W KENNEDY BLVD, SUITE 290, TAMPA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMichael S. Rosenbach
CCOMichael S. Rosenbach

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 49.4% of total clients.
Top client categories% of clientsClients
1
Individuals
49.4%
43
2
HNWI
47.1%
41
3
Corporations
2.3%
2
4
Pension Plans
1.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$130Mas of June 15, 2026
Discretionary100.0%
$130M
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$130M
Total Accounts216
10Y AUM Change+$130M

Employee Growth by Quarter

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

Total Employees1
Clients per Employee87:1
10Y Employee Change-1 (-50.0%)

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.