SOL FINANCIAL

SOL FINANCIAL of MIAMI, FL is an SEC-registered investment adviser (CRD 333387). Regulatory assets under management: $9.8M.

Registration

• CRD: 333387
• Type: Registered investment adviser
• Location: 2665 S BAYSHORE DR, MIAMI, FL, 33133
• Phone: 305-792-8377
• Latest filing: 2026-06-26
• Regulatory AUM: $9.8M
• Discretionary AUM: $6.8M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333387 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search