Sollinda Capital Management Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 1,729
- Avg AUM / client
- $588K
- Accounts
- 1,729
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,561 | $267M | 26.3% |
| High net worth individuals | 149 | $230M | 22.6% |
| Pension and profit sharing plans | 17 | $49.2M | 4.84% |
| Other investment advisers | 2 | $471M | 46.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Raleigh Medical Group, P.A. 401(k) Profit Sharing Plan Raleigh Medical Group, P.A. | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Richard Greenhill | Chief Investment Officer | Dec 2022 (4y) | ≈ 37.5% – 75% via Gestalt, Llc | |
| Calvert, Jared, Bennett | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Ryan Anthony Mumy | Managing Member | CFP | Oct 2023 (3y) | ≈ 37.5% – 75% via Gestalt, Llc |
| Anna Huffman Winger | Registered representative | CFP | Nov 2023 (3y) | |
| Christopher Jason Cowan | Registered representative | Dec 2023 (3y) | ||
| Marianne Katherine Brouillette | Registered representative | Dec 2023 (3y) | ||
| Andrew Elisha Rader | Registered representative | CFP | Jan 2024 (3y) | |
| David Eric Van Horn | Registered representative | Jan 2024 (3y) | ||
| Gavin Marshall Langley | Registered representative | Jan 2024 (3y) | ||
| Amber Hope Hinds | Registered representative | Jan 2024 (3y) | ||
| Jonathan Andrew Ingram | Registered representative | May 2024 (2y) | ||
| Kenneth Cody Cowan | Registered representative | Oct 2024 (2y) | ||
| Gordon Richard Jensen | Registered representative | Nov 2024 (2y) | ||
| Richard Ronald Jensen | Registered representative | Dec 2024 (2y) | ||
| William Keith Mccullough | Registered representative | Jan 2025 (2y) | ||
| Howard Todd Whatley | Registered representative | Nov 2025 (1y) | ||
| William Matthew Stamper | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gestalt, Llc | Owner | Oct 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Justin Richard Greenhill: 50% – 75% of Gestalt, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Ryan Anthony Mumy: 50% – 75% of Gestalt, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Raleigh Medical Group, P.A. 401(k) Profit Sharing Plan | Raleigh Medical Group, P.A. | 315 | $35.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $868M (85% of AUM) Jun 2026
- Pershing $2.8M (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗