Soltis Investment Advisors, LLC

Overview

Soltis Investment Advisors, LLC is an SEC registered investment adviser based in St George, UT, registered since 2010. It reports $12B in assets under management across 5,414 accounts, with 121 employees. It has 77 investment adviser representatives.

Reported AUM

$12B

Discretionary

100%

Accounts

5,414

Average account

$2.2M

Employees

121

Advisory reps

77

Registered since

2010

Jurisdictions

44

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 12

• Clark Valantine Taylor Chief Executive Officer CRD 4261299
• Tyler Jon Finlinson President CRD 4502449
• Casey James T Barrus Chief Financial Officer CRD 8063475

9 more executive officers, with direct contact details

Advisory reps 3 of 77

• Taylor David Acevedo Investment Adviser Rep CRD 7535717
• Thomas James Adams Investment Adviser Rep CRD 6244337
• Hal Gary Anderson Investment Adviser Rep CRD 2432623

74 more advisory reps, with emails, phones and branch locations

Location

Headquarters

20 N Main St Ste 400
St George, UT 84770

County

Washington

Metro area

St. George, UT

Region

West

Registrations

• SEC registered
• Registered in 44 jurisdictions
• Website: soltisadvisors.com

Every state, with registration dates

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