Data / Investment advisers / Virginia / Solitude Financial Services, Inc.
Solitude Financial Services, Inc., Charlottesville, VA: $364 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Solitude Financial Services, Inc. is an SEC registered investment adviser with its main office in Charlottesville, Virginia and reports $364 million in regulatory assets under management in its Form ADV filed September 10, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Solitude Financial Services, Inc. (CRD number 150348): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 150348
- SEC file number
- 801-117235
- SEC status
- Approved, effective August 23, 2019
- Main office
- 236 East High Street, Charlottesville, VA 22902
- Phone
- (434) 218-2201
- Website
- solitudefinancial.com
- Regulatory AUM
- $363,512,536 in the Form ADV filed September 10, 2026
- Discretionary AUM
- $362,653,021
- Non discretionary AUM
- $859,515
- Accounts
- 787
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 133 | $355.7 million |
| Individuals (other than high net worth individuals) | 31 | $7.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $363.5 million | February 4, 2026 |
| December 1, 2025 | $284 million | September 9, 2025 |
Other advisers in Charlottesville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Marotta Wealth Management, Inc. | Charlottesville | $686 million | Not listed | adviserinfo.sec.gov |
| Guardian Point Capital, LP | Charlottesville | $646.4 million | 1 | adviserinfo.sec.gov |
| Chase Investment Counsel Corporation | Charlottesville | $509.8 million | Not listed | adviserinfo.sec.gov |
| Selby Lane Capital, LLC | Charlottesville | $505.4 million | 7 | adviserinfo.sec.gov |
| Masonry Capital Management, LLC | Charlottesville | $370.5 million | 1 | adviserinfo.sec.gov |
| Rede Wealth, LLC | Charlottesville | $346.1 million | Not listed | adviserinfo.sec.gov |
| Fields Gottscho Capital Management LLC | Charlottesville | $333 million | Not listed | adviserinfo.sec.gov |
| Plustick Management LLC | Charlottesville | $280.8 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlottesville, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Solitude Financial Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.