Avise Financial Cooperative provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Avise Financial Cooperative reports 170 clients. They include 123 individual clients and 47 high-net-worth individuals. Of its assets, 100.0% ($169M across 505 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 58 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 28% |
| High-net-worth individuals | 28% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 123 | $48.3M | 28.5% | $392K |
| High-net-worth individuals | 47 | $121M | 71.5% | $2.58M |
| Total | 170 | $169M | 100% | $997K |
- Clients
- 123
- Regulatory AUM
- $48.3M
- AUM share
- 28.5%
- Avg. per client
- $392K
- Clients
- 47
- Regulatory AUM
- $121M
- AUM share
- 71.5%
- Avg. per client
- $2.58M
Total
- Clients
- 170
- Regulatory AUM
- $169M
- AUM share
- 100%
- Avg. per client
- $997K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 58
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Avise Financial Cooperative charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Ongoing Financial Planning
- Ongoing financial planning is billed monthly or quarterly in arrears, at up to $18,000 a year based on complexity.
- Pension Consulting
- Employee benefit plan consulting is charged up to 2% of plan assets, negotiable, deducted quarterly in arrears.
- Project-Based Financial Planning
- Project-based financial planning is billed at up to $500 an hour, or as a fixed fee of up to $30,000 per engagement.
Katrina Soelter owns 50% to 75% of Avise Financial Cooperative. It has 7 employees, 6 of them in advisory roles.
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Avise Financial Cooperative, Inc.
Katrina Soelter
Control person · since October 2023
- Owns 50% to 75% of Avise Financial Cooperative, Inc.
Leighann Miko
Control person · since October 2023
Avise Financial Cooperative’s regulatory assets grew from $126M (March 2025) to $169M (June 2026); clients rose from 143 to 170 and employees from 4 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $169M | 170 | 7 | 7 |
| Mar 2025March 2025 | $126M | 143 | 4 | 3 |
Besides its headquarters, Avise Financial Cooperative has 6 offices (1 private residence, listed without an address), with 6 listed addresses across 2 states.
California · 5 listed addresses
- 7080 Hollywood BLVD., Suite 700, Los AngelesHQ
- 222 N. Pacific Coast Highway, El Segundo
- 10736 Jefferson BLVD. #158, Culver City
- 40 E Verdugo Ave., Burbank
- 9415 Culver BLVD., Culver City
Oregon · 1 listed address
- 1231 NW Hoyt St., Portland
Other business names
Avise Financial Cooperative has reported 5 other business names to the SEC.
- Equalis Financial
- Hyla Financial
- Primeros Financial
- Solidi Wealth Advisors
- Thesis Financial Planning
Contact and registration details
- Legal name
- Avise Financial Cooperative, Inc.
- Headquarters
- 7080 Hollywood BLVD., Suite 700, Los Angeles, CA 90028
- Website
- equalisfinancial.com
- Phone
- 310-807-5778
- @equalis-financial
- SEC file
- 801-131992
- Structure
- California other (specify)
- Fiscal year end
- December
Avise Financial Cooperative’s named custodians for separately managed accounts are Charles Schwab ($117M, 69%) and Altruist ($52.4M, 31%). Avise Financial Cooperative has custody of $31.7M for 47 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- AltruistAltruist Financial LLC · Culver City, CA · $52.4M31%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $117M69%
At year end, Avise Financial Cooperative’s separately managed accounts were mostly in funds (69%) and stocks (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $141M across 114 positions; the largest are iShares TR (6.2%), Blackrock ETF Trust (5.6%) and Vanguard Index Fds (5.1%).
What the accounts hold
- Stocks26%
- Exchange-traded equities21%
- Non-exchange-traded equities5%
- Funds69%
- Cash1%
- Other4%
- Fixed income and limited partnerships.4%
How many clients does Avise Financial Cooperative have?
Avise Financial Cooperative has 170 clients and manages $169 million for them, as of June 2026. They include 123 individual clients and 47 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 June 2026
What services does Avise Financial Cooperative offer?
Avise Financial Cooperative provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Avise Financial Cooperative charge?
Avise Financial Cooperative charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Avise Financial Cooperative use?
Avise Financial Cooperative’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $117M and Altruist Financial LLC (Culver City, CA), with $52.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 June 2026
How many financial advisors does Avise Financial Cooperative have?
Avise Financial Cooperative has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Avise Financial Cooperative invest in?
At the end of its last fiscal year, Avise Financial Cooperative’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 5% non-exchange-traded equities, 4% other and 1% cash and equivalents. The 4% other category is described as: Fixed Income and Limited Partnerships.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Avise Financial Cooperative?
Avise Financial Cooperative’s direct owners are Katrina Soelter (50% to 75%) and Leighann Miko (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 June 2026
How does Avise Financial Cooperative get paid?
Avise Financial Cooperative is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Avise Financial Cooperative?
Avise Financial Cooperative’s main office is at 7080 Hollywood BLVD., Suite 700, Los Angeles, CA 90028. Its phone number is 310-807-5778. Its website is equalisfinancial.com.
