# SOLITUDE FINANCIAL SERVICES, INC.

SOLITUDE FINANCIAL SERVICES, INC. of CHARLOTTESVILLE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 150348
- Type: SEC-registered investment adviser
- SEC file number: 801-117235
- Location: 236 EAST HIGH STREET, CHARLOTTESVILLE, VA, 22902
- Phone: (434) 218-2201
- Latest filing: 2026-05-09
- Regulatory AUM: $363.5M
- Discretionary AUM: $362.7M
- Non-discretionary AUM: $860K
- Clients: 8
- Accounts: 787

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Gene Michael Kowalski | PRINCIPAL, WEALTH ADVISOR | — |
| Lindlee Louise Miles | CHIEF TECHNOLOGY OFFICER | — |
| Ashley Jonathon Vice | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR; WEALTH ADVISOR | — |
| Jennifer Suzanne Kidd Finneran | CHIEF OF STAFF | — |
| Ty W Bilderback | WEALTH ADVISOR; WEALTH ADVISOR & CHIEF COMPLIANCE OFFICER | — |
| Andrew J St. Jean | WEALTH ADVISOR | — |
| KOWALSKI GENE MICHAEL | FINANCIAL ADVISOR; PRINCIPAL, WEALTH ADVISOR | — |
| MILES LINDLEE LOUISE | CHIEF COMPLIANCE OFFICER; CHIEF TECHNOLOGY OFFICER | — |
| KAUFFMAN MICHAEL AARON | ASSOCIATE WEALTH ADVISOR; CHIEF COMPLIANCE OFFICER, ASSOCIATE WEALTH ADVISOR; WEALTH ADVISOR | — |
| VICE ASHLEY JONATHON | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | — |
| KIDD FINNERAN JENNIFER SUZANNE | CHIEF OF STAFF | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150348/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150348/similar
- Related entities: https://search.stillhousedata.com/firm/150348/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150348

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.