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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Soltis Investment Advisors have?","answer":"Soltis Investment Advisors has 60 investment adviser representatives registered with state securities authorities, out of 121 employees, and 63 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Soltis Investment Advisors invest in?","answer":"At the end of its last fiscal year, Soltis Investment Advisors’ separately managed accounts held 35% registered funds (mutual funds, ETFs, BDCs), 31% other, 15% exchange-traded equities, 14% pooled vehicles (private funds and similar) and 5% cash and equivalents. 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