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SOLO CAPITAL STRATEGIES

SCOTTSDALE, AZ · CRD 318236 · IAPD ↗ · solocapital.com · 480-401-1787

$20,000Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — SOLO CAPITAL STRATEGIES (SCOTTSDALE, AZ) left the SEC roster (was $20,000 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.