David Horn is a registered investment advisor at Sollinda Capital Management LLC, based in Miami, FL, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,506 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
Location
1111 Brickell Ave, 10th Floor, Suite 68, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is an investment advisor representative at Sollinda Capital Management, LLC since December 2023, dedicating a few hours per week. He is also affiliated with Capital Investment Group, Inc. as a broker/dealer since January 2019, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Sollinda Capital Management LLC
Capital Investment Group, INC.Broker
Previous Registrations
Capital Investment Advisory Services, LLC
Cic Advisers, LLC
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.