{"url":"https://nivawealth.com/firms/solyco-wealth-314981","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314981","regulatoryAum":116168145,"crd":"314981","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7304019","suffix":null,"lastName":"Ellis-Rutherford","firstName":"Kevin","middleName":null},{"crd":"6943887","suffix":null,"lastName":"Gettis","firstName":"Samuel","middleName":"James"},{"crd":"6787228","suffix":null,"lastName":"Gruchot","firstName":"Evan","middleName":"Garrett"},{"crd":"8303280","suffix":null,"lastName":"Miller","firstName":"Isaac","middleName":"Nathan"},{"crd":"4316217","suffix":null,"lastName":"Podolak","firstName":"Derek","middleName":"J"},{"crd":"6764660","suffix":null,"lastName":"ROTH","firstName":"JAMIE","middleName":"LEE"},{"crd":"7419899","suffix":null,"lastName":"Trouba","firstName":"Thomas","middleName":"John"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136001","legalName":"Solyco 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20240115"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:59:49.597444+00:00","documents":[{"name":"SOLYCO WEALTH BROCHURE 20240115","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047707","versionId":1047707,"submittedOn":"2026-06-09"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":116168145}],"custodyNote":"Solyco Wealth does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Clifford Vallier","title":"Chief Compliance Officer","crd":"8275614"},{"name":"Evan Gruchot","title":"Director of Strategy","crd":"6787228"}],"ownership":[{"label":"Solyco Cac LLC","detail":"Owner in the 75% or more ownership band and a control person, since June 2021."},{"label":"Solyco Core Partners LLC","detail":"Indirect owner: a managing member of Solyco Cac LLC in the 75% or more band and a control person, since September 2020.","parent":"Solyco Cac LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":2},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"210 South Old Woodward Avenue, Suite 240","city":"Birmingham","headquarters":true}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"2400 Ansys Drive","city":"Canonsburg"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"947-208-4035","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":58},{"label":"U.S. government/agency bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":36}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/314981/PDF/314981.pdf","brochureDate":"9 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047707","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Solyco Wealth have?","answer":"Solyco Wealth has 158 clients and manages $116 million for them, as of September 2026. They include 125 individual clients and 33 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Solyco Wealth offer?","answer":"Solyco Wealth provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Solyco Wealth use?","answer":"Solyco Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $116M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Solyco Wealth have?","answer":"Solyco Wealth has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 4 employees are 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 Solyco Wealth invest in?","answer":"At the end of its last fiscal year, Solyco Wealth’s separately managed accounts held 58% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 3% derivatives, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Solyco Wealth?","answer":"Solyco Wealth is owned through a holding company by Solyco Core Partners LLC. Its direct owner is Solyco Cac LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Solyco Wealth get paid?","answer":"Solyco Wealth 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Solyco Wealth?","answer":"Solyco Wealth’s main office is at 210 South Old Woodward Avenue, Suite 240, Birmingham, MI 48009. Its phone number is 947-208-4035. Its website is solycowealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}