SOLTIS INVESTMENT ADVISORS, LLC
CRD #154690 SEC #801-71833 ST. GEORGE, UT 435-674-1600
SEC Registered
Total AUM
$8.4B
Discretionary
$8.4B
Employees
95
Clients
--
Accounts
4,499
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $8.4B | $8.4B | $0 | 95 | 18 |
| Dec 2025 | $8.4B | $8.4B | $0 | 95 | 18 |
| Mar 2025 | $8.4B | $8.4B | $0 | 95 | 18 |
| Jan 2025 | $6.8B | $6.8B | $0 | 72 | 17 |
| Sep 2024 | $6.8B | $6.8B | $0 | 72 | 17 |
| Sep 2024 | $6.8B | $6.8B | $0 | 72 | 17 |
| Apr 2024 | $6.8B | $6.8B | $0 | 72 | 17 |
| Mar 2024 | $6.8B | $6.8B | $0 | 72 | 17 |
| Mar 2023 | $5.6B | $5.6B | $0 | 56 | 26 |
| Nov 2022 | $5.2B | $5.2B | $0 | 40 | 22 |
| Apr 2022 | $5.2B | $5.2B | $0 | 40 | 22 |
| Mar 2021 | $3.3B | $3.3B | $0 | 40 | 22 |
| Jul 2020 | $1.9B | $1.9B | $0 | 32 | 24 |
| Jun 2020 | $1.9B | $1.9B | $0 | 32 | 24 |
| Mar 2020 | $1.9B | $1.9B | $0 | 32 | 24 |
| Apr 2019 | $1.2B | $1.2B | $0 | 26 | 48 |
| Mar 2019 | $1.2B | $1.2B | $0 | 26 | 48 |
| Jun 2018 | $1.1B | $1.1B | $0 | 24 | 45 |
| Mar 2018 | $1.1B | $1.1B | $0 | 24 | 45 |
| Mar 2017 | $1.4B | $1.4B | $0 | 24 | 1,000 |
| Apr 2016 | $1B | $1B | $0 | 24 | 1,000 |
| Mar 2016 | $1B | $1B | $0 | 24 | 1,000 |
| Mar 2015 | $1.1B | $1.1B | $0 | 23 | 900 |
| Mar 2014 | $848.4M | $848.4M | $0 | 18 | 700 |
| Jul 2013 | $824.2M | $824.2M | $0 | 17 | 900 |
| Mar 2013 | $824.2M | $824.2M | $0 | 17 | 900 |
| Aug 2012 | $960.5M | $933M | $27.5M | 11 | 900 |
| Mar 2012 | $960.5M | $933M | $27.5M | 11 | 900 |
| Feb 2012 | $935.9M | $922.6M | $13.4M | 11 | 0 |
| Dec 2011 | $935.9M | $922.6M | $13.4M | 11 | 0 |
| Oct 2010 | $0 | $0 | $0 | -- | -- |
| Sep 2010 | $0 | $0 | $0 | -- | -- |
| Sep 2010 | $0 | $0 | $0 | -- | -- |
DateDec 2025
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees95
Clients18
DateDec 2025
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees95
Clients18
DateMar 2025
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees95
Clients18
DateJan 2025
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees72
Clients17
DateSep 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees72
Clients17
DateSep 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees72
Clients17
DateApr 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees72
Clients17
DateMar 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees72
Clients17
DateMar 2023
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees56
Clients26
DateNov 2022
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees40
Clients22
DateApr 2022
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees40
Clients22
DateMar 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees40
Clients22
DateJul 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees32
Clients24
DateJun 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees32
Clients24
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees32
Clients24
DateApr 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees26
Clients48
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees26
Clients48
DateJun 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients45
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients45
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients1,000
DateApr 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients1,000
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients1,000
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees23
Clients900
DateMar 2014
Total AUM$848.4M
Discretionary$848.4M
Non-Disc.$0
Employees18
Clients700
DateJul 2013
Total AUM$824.2M
Discretionary$824.2M
Non-Disc.$0
Employees17
Clients900
DateMar 2013
Total AUM$824.2M
Discretionary$824.2M
Non-Disc.$0
Employees17
Clients900
DateAug 2012
Total AUM$960.5M
Discretionary$933M
Non-Disc.$27.5M
Employees11
Clients900
DateMar 2012
Total AUM$960.5M
Discretionary$933M
Non-Disc.$27.5M
Employees11
Clients900
DateFeb 2012
Total AUM$935.9M
Discretionary$922.6M
Non-Disc.$13.4M
Employees11
Clients0
DateDec 2011
Total AUM$935.9M
Discretionary$922.6M
Non-Disc.$13.4M
Employees11
Clients0
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--