# SOLTIS INVESTMENT ADVISORS, LLC

SOLTIS INVESTMENT ADVISORS, LLC of ST. GEORGE, UT is an SEC-registered investment adviser.

## Registration

- CRD: 154690
- Type: SEC-registered investment adviser
- SEC file number: 801-71833
- Location: 20 NORTH MAIN ST, SUITE 400, ST. GEORGE, UT, 84770
- Phone: 435-674-1600
- Latest filing: 2026-07-09
- Regulatory AUM: $12.0B
- Discretionary AUM: $12.0B
- Clients: 121
- Accounts: 5,414

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| [Hal Gary Anderson](https://search.stillhousedata.com/person/669542) | CIO  ALTERNATIVE INVESTMENTS; DIRECTOR | — |
| [Clark Valantine Taylor](https://search.stillhousedata.com/person/669543) | CEO; VICE PRESIDENT, WEALTH MANAGEMENT SERVICES | — |
| [Tyler Jon Finlinson](https://search.stillhousedata.com/person/669544) | PRESIDENT; VICE PRESIDENT, RETIREMENT PLAN SERVICES | — |
| [Brent David Moore](https://search.stillhousedata.com/person/669545) | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT BUSINESS DEVELOPMENT | — |
| [Michael Casares Mendez](https://search.stillhousedata.com/person/669546) | MANAGING DIRECTOR; MEMBER; TRUSTEE | — |
| [Takashi Bayard Moriuchi](https://search.stillhousedata.com/person/669547) | DIRECTOR; MEMBER | — |
| [Cheryl Lynn Mendez](https://search.stillhousedata.com/person/669548) | TRUSTEE | — |
| [Casey James T Barrus](https://search.stillhousedata.com/person/669549) | CFO | — |
| [Kenneth Ian Grossfield](https://search.stillhousedata.com/person/669550) | GENERAL COUNSEL AND CCO | — |
| [Neal Jerry Simon](https://search.stillhousedata.com/person/685871) | DIRECTOR | — |
| [Mitchell Louis Hollin](https://search.stillhousedata.com/person/703858) | DIRECTOR | — |
| [Kim Dean Anderson](https://search.stillhousedata.com/person/711843) | CEO | — |
| [Tyler Kay Wilkinson](https://search.stillhousedata.com/person/711844) | CCO; CFO AND CCO | — |
| [William W Wallace](https://search.stillhousedata.com/person/711845) | CIO PUBLIC INVESTMENTS | — |
| [Dana Alan Kurttila](https://search.stillhousedata.com/person/715137) | DIRECTOR | — |
| [MORIUCHI TAKASHI BAYARD](https://search.stillhousedata.com/person/732807) | MEMBER | — |
| [MENDEZ MICHAEL CASARES](https://search.stillhousedata.com/person/745102) | MANAGING DIRECTOR; MEMBER; TRUSTEE | — |
| [HENDERSON LON EDGAR](https://search.stillhousedata.com/person/751251) | MANAGING MEMBER, PRESIDENT AND CEO; MANAGING PARTNER, CHAIRMAN; MEMBER (+3 more) | — |
| [ANDERSON HAL GARY](https://search.stillhousedata.com/person/751252) | CIO  ALTERNATIVE INVESTMENTS; EVP & CHIEF COMPLIANCE OFFICER; EXECUTIVE VP / CCO (+6 more) | — |
| [ANDERSON KIM DEAN](https://search.stillhousedata.com/person/751253) | CEO; MANAGING PARTNER, COO, VICE PRESIDENT, RETIREMENT PLAN SERVICES; MANAGING PARTNER, PRESIDENT, CEO (+2 more) | — |
| [WILKINSON TYLER KAY](https://search.stillhousedata.com/person/751254) | CFO AND CCO; MANAGING PARTNER, CFO, CCO; MEMBER,  CCO AND CFO (+2 more) | — |
| [MOORE ALAN DAVID](https://search.stillhousedata.com/person/752380) | MANAGING PARTNER, SENIOR ADVISOR; MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT; MEMBER, SENIOR ADVISOR (+1 more) | — |
| [ADAMS GREGORY JAMES](https://search.stillhousedata.com/person/786041) | PARTNER, SENIOR ADVISOR | — |
| [TAYLOR CLARK VALANTINE](https://search.stillhousedata.com/person/811103) | MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES; MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES; REGISTERED INVESTMENT ADVISOR (+2 more) | — |
| [MENDEZ CHERYL LYNN](https://search.stillhousedata.com/person/822738) | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154690/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154690/similar
- Related entities: https://search.stillhousedata.com/firm/154690/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154690

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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.