Lon Edgar Henderson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1993 → Present
  Smith Henderson & Associates, Inc.
  St. George, UT
• 05/1994 → Present
  S & H Holdings, Lc
  St George, UT
• 01/1993 → Present
  Smith & Henderson, Inc.
  St George, UT
• 10/1992 → Present
  Stone Cliff, Lc
  St George, UT
• 12/1997 → Present
  Horizon Homes, Lc
  St George, UT
• 01/2003 → Present
  Soltis Investment Advisors
  St George, UT
• 01/2020 → Present
  Whiterim Partners Llc
  St. George, UT
• 01/2016 → Present
  Ampelis, Llc
  St George, UT

Previous Registrations

• 1993-06-22 → 2011-12-13
  Soltis Investment Advisors, Inc.
  St. George, UT

Other Businesses

WINGATE CAPITAL PARTNERS LC (INVESTMENT RELATED) 192 E 200 N #100 ST GEORGE UT 84770, GENERAL PARTNER; WINGATE PRIVATE EQUITY FUND LP, MANAGER, START DATE: FEB 2003; SMITH & HENDERSON INC 192 E 200 N #100 ST GEORGE UT 84770 MANAGEMENT COMPANY (NOT INVESTMENT RELATED) PARTNER SINCE JAN 1993; S & H HOLDINGS LC 192 E 200 N #100 ST GEORGE UT 84770 REAL ESTATE HOLDINGS (NOT INVESTMENT RELATED) PARTNER SINCE MAY 1994; STONE CLIFF LC 192 E 200 N #100 ST GEORGE UT 84770 REAL ESTATE DEVELOPMENT (NOT INVESTMENT RELATED) PARTNER SINCE OCT 1992; HORIZON HOMES LC 192 E 200 N #100 ST GEORGE UT 84770 REAL ESTATE DEVELOPMENT (NOT INVESTMENT RELATED) PARTNER SINCE DEC 1997; TOTAL HOURS PER MONTH DEVOTED TO ABOVE BUSINESSES: 5; BILT, Shareholder, Board of Director (not investment related) TOTAL HOURS DEVOTED TO ABOVE BUSINESSES DURING SECURITIES TRADING: 0; DUTIES: MANAGEMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-11
• S63 Uniform Securities Agent State Law Examination
  1982-11-29