CD
CD

Coltin Edward Davis

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,499 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$750K
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Location

20 North Main, Suite 400, St. George, UT, 84770

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Coltin is the owner/managing partner of TXFP Consulting, but the business is dormant. He is also a registered insurance agent since 2022 and receives commissions through the sale of insurance products, though he dedicates minimal time to this activity.

Employment History
Current Registrations
Soltis Investment Advisors, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cfo4life
July 2022 - January 2023 · 6 mos
Ausdal Financial Partners, INC.Broker
January 2022 - January 2023 · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.