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Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Soltis Investment Advisors, Llc

20 North Main St Suite 400, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-11
  • OH RA
    APPROVED
    Since 2026-06-11

Branch Locations

8460 Duke Blvd., Mason, OH 45040 • United States

20 North Main St Suite 400, St. George, UT 84770 • United States

Artifex Financial Group, Llc

2305 Far Hills Avenue Suite 206, Oakwood, OH 45419 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-04-27
  • OH RA
    APPROVED
    Since 2011-04-27

Branch Locations

2305 Far Hills Avenue Suite 206, Oakwood, OH 45419 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Artifex Financial Group Dayton OH 03/2007 06/2026
Soltis Investment Advisors, Llc Mason OH 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-29
S63 Uniform Securities Agent State Law Examination 1999-02-04
  • S66 Uniform Combined State Law Examination
    2001-08-29
  • S63 Uniform Securities Agent State Law Examination
    1999-02-04

View on SEC IAPD

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