Jonathan Andrew Ingram
Investment adviser representative at Sollinda Capital Management LLC
13 yearsExperience
1 stateRegistered in
$1BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sollinda Capital Management LLCMay 2024 to now
- Saxony SecuritiesMay 2024 to now
- Capital Investment Advisory Services, LLCOct 2013 to May 2024
- Capital Investment Group, Inc.Oct 2013 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (VA).
Sollinda Capital Management LLC
$1BAssets managed
1,729Clients
17Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5720008
- Firm CRD
- 321742