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

Clients

Accounts

4,499

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 5, 2025
Branch Offices: 12

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ADAMS, THOMAS, JAMES	I	PARTNER, SENIOR ADVISOR	NA
ADAMS, THOMAS, JAMES	I	PARTNER, SENIOR ADVISOR	NA
ADAMS, THOMAS, JAMES	I	PARTNER, SENIOR ADVISOR	NA
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANAGING MEMBER, CEO	NA	Control
ANDERSON, HAL, GARY	I	MANAGING MEMBER, CEO	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP, CFO, & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANAGING MEMBER, CEO	NA	Control
ANDERSON, HAL, GARY	I	MANAGING MEMBER, CEO	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER	NA	Control
ANDERSON, HAL, GARY	I	MANAGING MEMBER, CEO	NA	Control
ANDERSON, HAL, GARY	I	MANAGING MEMBER, CEO	NA	Control
ANDERSON, HAL, GARY	I	MANAGING MEMBER, CEO	NA	Control
ANDERSON, HAL, GARY	I	PARTNER	NA	Control
ANDERSON, HAL, GARY	I	PARTNER	NA	Control
ANDERSON, HAL, GARY	I	PARTNER	NA	Control
ANDERSON, HAL, GARY	I	PARTNER	NA	Control
ANDERSON, HAL, GARY	I	PARTNER	NA	Control
ANDERSON, HAL, GARY	I	PARTNER	NA	Control
ANDERSON, HAL, GARY	I	PARTNER	NA	Control
ANDERSON, HAL, GARY	I	PARTNER	NA	Control
ANDERSON, HAL, GARY	I	MANAGING PARTNER, ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	MANAGING PARTNER, ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	MANAGING PARTNER, ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	MANAGING PARTNER, ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	MANAGING PARTNER, ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	CIO ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	CIO ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	MANAGING PARTNER, ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	CIO ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	CIO ALTERNATIVE INVESTMENTS	NA	Control
ANDERSON, HAL, GARY	I	DIRECTOR	NA	Control
ANDERSON, HAL, GARY	I	DIRECTOR	NA
ANDERSON, KIM, DEAN	I	CEO	NA	Control
ANDERSON, KIM, DEAN	I	CEO	NA	Control
ANDERSON, KIM, DEAN	I	CEO	NA	Control
ANDERSON, KIM, DEAN	I	CEO	NA	Control
BARRUS, CASEY, JAMES T	I	CFO	NA
BARRUS, CASEY, JAMES T	I	CFO	NA
BARRUS, CASEY, JAMES T	I	CFO	NA	Control
BEHUNIN, CHRISTIE, NICHOLE	I	PARTNER, SENIOR ADVISOR	NA
BEHUNIN, CHRISTIE, NICHOLE	I	PARTNER, SENIOR ADVISOR	NA
BRANN, TIMOTHY, MATTHEW	I	PARTNER, SENIOR ADVISOR	NA
BRANN, TIMOTHY, MATTHEW	I	PARTNER, SENIOR ADVISOR	NA
BRANN, TIMOTHY, MATTHEW	I	PARTNER, SENIOR ADVISOR	NA
Behunin, CHRISTIE, Nichole	I	PARTNER, SENIOR ADVISOR	NA
Behunin, CHRISTIE, Nichole	I	PARTNER, SENIOR ADVISOR	NA
Behunin, CHRISTIE, Nichole	I	PARTNER, SENIOR ADVISOR	NA
Behunin, CHRISTIE, Nichole	I	PARTNER, SENIOR ADVISOR	NA
FINLINSON, TYLER, JON	I	DIRECTOR, BUSINESS DEVELOPMENT	NA
FINLINSON, TYLER, JON	I	DIRECTOR, BUSINESS DEVELOPMENT	NA
FINLINSON, TYLER, JON	I	DIRECTOR, BUSINESS DEVELOPMENT	NA
FINLINSON, TYLER, JON	I	DIRECTOR, BUSINESS DEVELOPMENT	NA
FINLINSON, TYLER, JON	I	MANAGING PARTNER; DIRECTOR, BUSINESS DEVELOPMENT	NA
FINLINSON, TYLER, JON	I	MANAGING PARTNER; DIRECTOR, BUSINESS DEVELOPMENT	NA
FINLINSON, TYLER, JON	I	MANAGING PARTNER; DIRECTOR, BUSINESS DEVELOPMENT	NA
FINLINSON, TYLER, JON	I	MANAGING PARTNER; DIRECTOR, BUSINESS DEVELOPMENT	NA
FINLINSON, TYLER, JON	I	VICE PRESIDENT, RETIREMENT PLAN SERVICES	NA	Control
FINLINSON, TYLER, JON	I	VICE PRESIDENT, RETIREMENT PLAN SERVICES	NA	Control
FINLINSON, TYLER, JON	I	VICE PRESIDENT, RETIREMENT PLAN SERVICES	NA	Control
FINLINSON, TYLER, JON	I	VICE PRESIDENT, RETIREMENT PLAN SERVICES	NA	Control
FINLINSON, TYLER, JON	I	PRESIDENT	NA	Control
FINLINSON, TYLER, JON	I	PRESIDENT	NA	Control
GROSSFIELD, KENNETH, IAN	I	GENERAL COUNSEL AND CCO	NA	Control
GROSSFIELD, KENNETH, IAN	I	GENERAL COUNSEL AND CCO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MEMBER	NA	Control
HENDERSON, LON, EDGAR	I	MEMBER	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MEMBER	NA	Control
HENDERSON, LON, EDGAR	I	MEMBER	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING MEMBER, PRESIDENT AND CEO	NA	Control
HENDERSON, LON, EDGAR	I	MEMBER	NA	Control
HENDERSON, LON, EDGAR	I	MEMBER	NA	Control
HENDERSON, LON, EDGAR	I	MEMBER	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING PARTNER, CHAIRMAN	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING PARTNER, CHAIRMAN	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING PARTNER, CHAIRMAN	NA	Control
HENDERSON, LON, EDGAR	I	MANAGING PARTNER, CHAIRMAN	NA	Control
HENDERSON, LON, EDGAR	I	PARTNER	NA	Control
HENDERSON, LON, EDGAR	I	PARTNER	NA	Control
HENDERSON, LON, EDGAR	I	PARTNER	NA	Control
HENDERSON, LON, EDGAR	I	PARTNER	NA	Control
HENDERSON, LON, EDGAR	I	PARTNER	NA
HENDERSON, LON, EDGAR	I	PARTNER	NA
HENDERSON, LON, EDGAR	I	PARTNER	NA
HENDERSON, LON, EDGAR	I	PARTNER	NA
HENDERSON, LON, EDGAR	I	PARTNER	NA
HENDERSON, LON, EDGAR	I	PARTNER	NA
MOORE, BRENT, DAVID	I	MEMBER, SENIOR ADVISOR	NA
MOORE, BRENT, DAVID	I	MANAGING PARTNER, SENIOR ADVISOR	NA
MOORE, BRENT, DAVID	I	MANAGING PARTNER, SENIOR ADVISOR	NA
MOORE, BRENT, DAVID	I	MANAGING PARTNER, SENIOR ADVISOR	NA
MOORE, BRENT, DAVID	I	MANAGING PARTNER, SENIOR ADVISOR	NA
MOORE, BRENT, DAVID	I	VICE PRESIDENT BUSINESS DEVELOPMENT	NA	Control
MOORE, BRENT, DAVID	I	VICE PRESIDENT BUSINESS DEVELOPMENT	NA	Control
MOORE, BRENT, DAVID	I	VICE PRESIDENT BUSINESS DEVELOPMENT	NA	Control
MOORE, BRENT, DAVID	I	VICE PRESIDENT BUSINESS DEVELOPMENT	NA	Control
MOORE, BRENT, DAVID	I	EXECUTIVE VICE PRESIDENT	NA	Control
MOORE, BRENT, DAVID	I	EXECUTIVE VICE PRESIDENT	NA	Control
TAYLOR, CLARK, VALANTINE	I	REGISTERED INVESTMENT ADVISOR	NA
TAYLOR, CLARK, VALANTINE	I	SENIOR ADVISOR PARTNER	NA
TAYLOR, CLARK, VALANTINE	I	SENIOR ADVISOR PARTNER	NA
TAYLOR, CLARK, VALANTINE	I	SENIOR ADVISOR PARTNER	NA
TAYLOR, CLARK, VALANTINE	I	SENIOR ADVISOR PARTNER	NA
TAYLOR, CLARK, VALANTINE	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	SENIOR ADVISOR PARTNER	NA
TAYLOR, CLARK, VALANTINE	I	SENIOR ADVISOR PARTNER	NA
TAYLOR, CLARK, VALANTINE	I	SENIOR ADVISOR PARTNER	NA
TAYLOR, CLARK, VALANTINE	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA
TAYLOR, CLARK, VALANTINE	I	VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA	Control
TAYLOR, CLARK, VALANTINE	I	VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA	Control
TAYLOR, CLARK, VALANTINE	I	VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA	Control
TAYLOR, CLARK, VALANTINE	I	VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	NA	Control
TAYLOR, CLARK, VALANTINE	I	CEO	NA	Control
TAYLOR, CLARK, VALANTINE	I	CEO	NA	Control
WALLACE, WILLIAM, W	I	CIO PUBLIC INVESTMENTS	NA	Control
WALLACE, WILLIAM, W	I	CIO PUBLIC INVESTMENTS	NA	Control
WALLACE, WILLIAM, W	I	CIO PUBLIC INVESTMENTS	NA	Control
WALLACE, WILLIAM, W	I	CIO PUBLIC INVESTMENTS	NA	Control
WILKINSON, TYLER, KAY	I	CFO AND CCO	NA	Control
WILKINSON, TYLER, KAY	I	CFO AND CCO	NA	Control
WILKINSON, TYLER, KAY	I	CFO AND CCO	NA	Control
WILKINSON, TYLER, KAY	I	CCO	NA	Control
BRISTLECONE BUYER, LLC	DE	OWNER	E	Control
BRISTLECONE BUYER, LLC	DE	OWNER	E	Control
BRISTLECONE BUYER, LLC	DE	OWNER	E	Control
BRISTLECONE BUYER, LLC	DE	OWNER	E	Control
BRISTLECONE BUYER, LLC	DE	OWNER	E	Control
BRISTLECONE BUYER, LLC	DE	OWNER	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	E	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	D	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
SOLTIS INVESTMENT ADVISORS, INC.	DE	ENTITY	C	Control
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MEMBER, VICE PRESIDENT,RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, COO, VICE PRESIDENT, RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, COO, VICE PRESIDENT, RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, COO, VICE PRESIDENT, RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, COO, VICE PRESIDENT, RETIREMENT PLAN SERVICES	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B	Control
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B	Control
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B	Control
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B	Control
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B	Control
ANDERSON, KIM, DEAN	I	MANAGING PARTNER, PRESIDENT, CEO	B	Control
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B	Control
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B	Control
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B	Control
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B	Control
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B	Control
TAYLOR, CLARK, VALANTINE	I	MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B	Control
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, CCO AND CFO	B
WILKINSON, TYLER, KAY	I	MEMBER, CCO AND CFO	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, CCO AND CFO	B
WILKINSON, TYLER, KAY	I	MEMBER, CCO AND CFO	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	B
WILKINSON, TYLER, KAY	I	MEMBER, CCO AND CFO	B
WILKINSON, TYLER, KAY	I	MEMBER, CCO AND CFO	B
WILKINSON, TYLER, KAY	I	MEMBER, CCO AND CFO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B	Control
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B	Control
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B	Control
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B	Control
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B	Control
WILKINSON, TYLER, KAY	I	MANAGING PARTNER, CFO, CCO	B	Control
ANDERSON, KIM, DEAN	I	VICE PRESIDENT, RETIREMENT PLAN SERVICES	A
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A	Control
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A	Control
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A	Control
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A	Control
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A	Control
FINLINSON, TYLER, JON	I	MANAGING PARTNER; VICE PRESIDENT, RETIREMENT PLAN SERVICES	A	Control
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A	Control
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A	Control
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A	Control
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A	Control
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A	Control
MOORE, BRENT, DAVID	I	MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT	A	Control
WILKINSON, TYLER, KAY	I	VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
ESTANCIA CAPITAL MANAGEMENT, LLC	DE	ESTANCIA BRISTLECONE AGGREGATOR, LLC	F	Control
ESTANCIA CAPITAL MANAGEMENT, LLC	DE	ESTANCIA BRISTLECONE AGGREGATOR, LLC	F	Control
ESTANCIA GP III, LP	DE	ESTANCIA CAPITAL PARTNERS FUND III, L.P.	F	Control
ESTANCIA GP III, LP	DE	ESTANCIA CAPITAL PARTNERS FUND III, L.P.	F	Control
ESTANCIA MANAGING DIRECTORS, LLC	DE	ESTANCIA GP III-E, LLC	F	Control
ESTANCIA MANAGING DIRECTORS, LLC	DE	ESTANCIA GP III-E, LLC	F	Control
ESTANCIA UGP III, LLC	DE	ESTANCIA GP III, LP	F	Control
ESTANCIA UGP III, LLC	DE	ESTANCIA GP III, LP	F	Control
BRISTLECONE INTERMEDIATE HOLDINGS, LLC	DE	BRISTLECONE BUYER, LLC	E	Control
BRISTLECONE INTERMEDIATE HOLDINGS, LLC	DE	BRISTLECONE BUYER, LLC	E	Control
BRISTLECONE PARENT HOLDINGS, LLC	DE	BRISTLECONE INTERMEDIATE HOLDINGS, LLC	E	Control
BRISTLECONE PARENT HOLDINGS, LLC	DE	BRISTLECONE INTERMEDIATE HOLDINGS, LLC	E	Control
ESTANCIA GP III-E, LLC	DE	ESTANCIA GP III, LP	E	Control
ESTANCIA GP III-E, LLC	DE	ESTANCIA GP III, LP	E	Control
ESTANCIA MANAGING DIRECTORS, LLC	DE	ESTANCIA UGP III, LLC	E	Control
ESTANCIA MANAGING DIRECTORS, LLC	DE	ESTANCIA UGP III, LLC	E	Control
MENDEZ FAMILY TRUST U/T/A	DE	REVOLUTIONARIES, LLC	E	Control
MENDEZ FAMILY TRUST U/T/A	DE	REVOLUTIONARIES, LLC	E	Control
MENDEZ, CHERYL, LYNN	I	MENDEZ FAMILY TRUST U/T/A	E	Control
MENDEZ, CHERYL, LYNN	I	MENDEZ FAMILY TRUST U/T/A	E	Control
MENDEZ, MICHAEL, CASARES	I	MENDEZ FAMILY TRUST U/T/A	E	Control
MENDEZ, MICHAEL, CASARES	I	MENDEZ FAMILY TRUST U/T/A	E	Control
ESTANCIA CAPITAL PARTNERS FUND III, L.P.	DE	ESTANCIA BRISTLECONE AGGREGATOR, LLC	D	Control
ESTANCIA CAPITAL PARTNERS FUND III, L.P.	DE	ESTANCIA BRISTLECONE AGGREGATOR, LLC	D	Control
MENDEZ, MICHAEL, CASARES	I	ESTANCIA MANAGING DIRECTORS, LLC	D	Control
MENDEZ, MICHAEL, CASARES	I	ESTANCIA MANAGING DIRECTORS, LLC	D	Control
REVOLUTIONARIES, LLC	DE	ESTANCIA CAPITAL MANAGEMENT, LLC	D	Control
REVOLUTIONARIES, LLC	DE	ESTANCIA CAPITAL MANAGEMENT, LLC	D	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ANDERSON, HAL, GARY	I	SOLTIS INVESTMENT ADVISORS, INC.	C	Control
ESTANCIA BRISTLECONE AGGREGATOR, LLC	DE	BRISTLECONE PARENT HOLDINGS, LLC	C	Control
ESTANCIA BRISTLECONE AGGREGATOR, LLC	DE	BRISTLECONE PARENT HOLDINGS, LLC	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
HENDERSON, LON, EDGAR	I	SOLITS INVESTMENT ADVISORS, INC.	C	Control
MENDEZ, MICHAEL, CASARES	I	ESTANCIA GP III-E, LLC	C	Control
MENDEZ, MICHAEL, CASARES	I	ESTANCIA GP III-E, LLC	C	Control
MORIUCHI, TAKASHI, BAYARD	I	ESTANCIA GP III-E, LLC	C	Control
MORIUCHI, TAKASHI, BAYARD	I	ESTANCIA GP III-E, LLC	C	Control

Registrations

Federal

Dec 5, 2025 REGISTERED

Notice Filings (41)

AK AL AR AZ CA CO CT DC FL GA HI ID IL IN KS KY LA MA MD ME MI MN MO MT NC NE NJ NM NV NY OH OK OR PA SC TN TX UT VA WA WI

Address

20 NORTH MAIN
SUITE 400
ST. GEORGE, UT 84770
United States

Phone: 435-674-1600