# Soltis Investment Advisors

Soltis Investment Advisors is a Bank / Wealth / Trust based in St. George, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** St. George, United States
- **Region:** North America
- **Address:** St. George, UT, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** soltisadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/soltis-investment-advisors

## Regulatory record

- **CRD number:** 154690
- **SEC file number:** 801-71833
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154690

## About

Soltis Investment Advisors is an SEC-registered investment adviser in St. George, UT, registered since 2010. The firm manages approximately $12.0 billion in assets. It has 121 employees and 63 investment advisers.

## Questions

### What is the competitive advantage of a regional RIA like Soltis?

Regional RIAs like Soltis compete on proximity, community reputation, and personalized service rather than national brand recognition or proprietary product suites. In a high-growth but underserved market like St. George, a locally entrenched advisor can build durable client relationships that larger wirehouses and robo-advisors struggle to replicate without a physical presence and deep community ties.

## Related profiles

- [Solomon Capital Partners](https://altss.com/profile/solomon-capital-partners)
- [Solvay](https://altss.com/profile/solvay)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/soltis-investment-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology