Career
Casey Barrus has been CFO of Soltis Investment Advisors since October 2024. Casey Barrus is a control person of the firm and directly owns under 5% of it. Casey Barrus holds a Bachelor’s degree in accounting from Utah State University and a Master’s degree in accounting from Utah State University.
Soltis Investment Advisors, LLC is a St. George, UT firm with $12B under management, 5,414 clients and 63 advisers across 20 offices, as of its July 2026 filing.
Barrus has served as chief financial officer at multiple private equity-backed companies and has led merger and acquisition work.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Soltis Investment Advisors
- Certified Public Accountant (CPA), licensed in Utah
Individual registration and examination information for Casey Barrus is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Casey Barrus
- CRD
- 8063475
- Record basis
- Form ADV officer listing
- Firm bio
- soltisadvisors.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Casey Barrus work?
Casey Barrus has been CFO of Soltis Investment Advisors, LLC since October 2024, and is a control person of the firm.