Soltis Investment Advisors Employee Directory

Q: What is Soltis Investment Advisors known for?

Soltis Investment Advisors was founded in 1993. Soltis Investment Advisors operates in the Financial Services industry.

Q: How many employees does Soltis Investment Advisors have currently?

Soltis Investment Advisors has approximately 126 employees.

Q: Who are Soltis Investment Advisors's key employees and leadership?

Soltis Investment Advisors's key employees include: President/Ceo: L. H., Chief Financial Officer: C. B., Chief Financial Officer, Cco: T. W., Vice President Finance: R. K., Head Of Mergers And Acquisitions And Partnerships: J. H..

Financial ServicesUtah, United States51-200 Employees

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest.

Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.

Find Soltis Investment Advisors employees' phone numbers or email addresses

Soltis Investment Advisors Global Highlights

North America
141

United States Of America
141

Soltis Investment Advisors's Leadership

C. B.
Chief Financial Officer
Mobile Phone
Email
T. W.
Chief Financial Officer, Cco
Mobile Phone
Email
R. K.
Vice President Finance
Mobile Phone
Email
L. H.
President/Ceo
Mobile Phone
Email
J. H.
Head Of Mergers And Acquisitions And Partnerships
Mobile Phone
Email
K. A.
Managing Partner
Mobile Phone
Email
M. B.
Partner
Mobile Phone
Email
C. T.
Partner, Vp Wealth Management
Mobile Phone
Email

Soltis Investment Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Entrepreneurship
Accounting
Other
Information Technology

Contact profiles from Soltis Investment Advisors

Name

Title

Contact Info

Location

Last Update

R. K.
Vice President Finance
Mobile Phone
Email
United States
Mar 13, 2026
J. S.
Director Of Information Technology
Mobile Phone
Email
United StatesUtah
Jan 21, 2026
J. P.
Controller
Mobile Phone
Email
United StatesUtah
Nov 19, 2025
A. C.
Director Of Alternative Investment Research
Mobile Phone
Email
United StatesUtah
Jan 26, 2026
B. W.
Managing Director Public Investments
Mobile Phone
Email
United StatesUtah
Feb 24, 2024
S. S. W.
Director Of Investment Research
Mobile Phone
Email
United StatesUtah
Nov 12, 2025
S. K.
Director Customer Care
Mobile Phone
Email
United StatesUtah
Feb 16, 2026
K. H.
Director Of Operations
Mobile Phone
Email
United StatesUtah
Aug 14, 2025
C. S.
Director Of Trading
Mobile Phone
Email
United StatesUtah
Dec 02, 2025
S. K.
Director Customer Care
Mobile Phone
Email
United StatesUtah
Jun 13, 2024

Frequently Asked Questions

What is Soltis Investment Advisors known for?

Soltis Investment Advisors was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 20 North Main Street Suite 400 St. George, Utah 84770 United States; you can contact the main corporate office by phone at

+1-435-674-****

. Explore Soltis Investment Advisors's company overview page for more information.

What is Soltis Investment Advisors's most common email format?

Soltis Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Soltis Investment Advisors email formats with LeadIQ.

How many employees does Soltis Investment Advisors have currently?

Soltis Investment Advisors has approximately 126 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Soltis Investment Advisors's key employees and leadership?

As of March 2026, Soltis Investment Advisors's key employees include:

Chief Financial Officer: C. B.
Chief Financial Officer, Cco: T. W.
Vice President Finance: R. K.
President/Ceo: L. H.
Head Of Mergers And Acquisitions And Partnerships: J. H.

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