SOL Capital Management
SOL Capital Management, founded in 1987 in Rockville, Maryland, was a private investment advisory firm serving high- and ultra-high-net-worth individuals and institutions with comprehensive wealth management, estate, tax, and family office services. It merged with Cerity Partners in January 2026.
- Company typePrivate
- Founded1987
- HeadquartersRockville, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What SOL Capital Management does
SOL Capital Management, founded in 1987 in Rockville, Maryland, was a private investment advisory firm that served high- and ultra-high-net-worth individuals and institutions with a comprehensive wealth management platform. The firm's service offering spanned investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, trust services, family office services, and business owner advisory, complemented by institutional offerings including OCIO (Outsourced CIO) and institutional consulting, and corporate offerings including workplace solutions and corporate venture capital.
The firm operated a sales-led, relationship-driven distribution model, supported by a Concierge Program offering complimentary 30-minute discovery calls for advisor matching, plus content marketing (insights/blog), webinars, and email newsletters. Technology infrastructure was entirely third-party: Addepar, Orion, and Black Diamond for portfolio management and reporting; eMoney and MoneyGuide Pro for financial planning; ShareFile, Box, and DeliverySlip (Secure Email) for document management and secure client communications. No proprietary technology platform, AI/ML capabilities, or patents were disclosed.
In January 2026, SOL Capital merged with Cerity Partners — an independent U.S. wealth management firm established in 2009 — and now operates under the Cerity Partners brand while retaining its Rockville, Maryland office at 111 Rockville Pike, Suite 750. The combined entity extends reach across 19+ U.S. states and integrates SOL Capital's 37+ years of founding heritage with Cerity Partners' broader scale. Revenue was generated through recurring investment advisory fees, almost certainly based on assets under management (AUM), with specific pricing not publicly disclosed.
SOL Capital Management firmographics
Firmographics- Name
- SOL Capital Management
- Legal name
- SOL Capital Management
- Website
- https://sol-capital.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- SOL Capital Management, founded in 1987 in Rockville, Maryland, was a private investment advisory firm serving high- and ultra-high-net-worth individuals and institutions with comprehensive wealth management, estate, tax, and family office services. It merged with Cerity Partners in January 2026.
- Ownership category
- akta.pro rank
SOL Capital Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where SOL Capital Management is headquartered
LocationHeadquarters
- HQ city
- Rockville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SOL Capital Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: SOL Capital Management generates revenue through investment advisory fees charged to high- and ultra-high-net-worth individuals and institutional clients for wealth management, investment solutions, and related financial services.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
SOL Capital Management product offering
Product offeringCore offering
SOL Capital Management is an independent investment advisory firm that provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth individuals, families, and institutions. Core offerings include investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, trust services, family office services, and business owner advisory, supplemented by institutional OCIO and consulting services for endowments, foundations, and non-profits.
Product overview
SOL Capital Management, now operating under the Cerity Partners name following a January 2026 merger, is a unified wealth management platform offering comprehensive financial services. The core offering consists of wealth management services including investment solutions, capital solutions, estate and gift planning, financial planning, tax planning, insurance planning, and trust services. The platform extends to family office services for ultra-high-net-worth clients, business owner advisory services, and institutional offerings including OCIO (Outsourced CIO) and institutional consulting. Corporate services include workplace solutions (executive financial counseling, retirement plan consulting) and corporate venture capital. The platform integrates with multiple third-party financial planning and reporting tools including eMoney, MoneyGuide Pro, Orion, Addepar, and Black Diamond, with additional integrations for document management (ShareFile, Box) and secure communication (Secure Email). The company serves individuals, families, corporations, and institutions across multiple U.S. states.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Comprehensive wealth management services for high- and ultra-high-net-worth individuals and families, including investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning, tax planning, and trust services.
- Investment Solutions Investment management and advisory services including asset allocation, portfolio construction, and investment selection tailored to client risk profiles and financial goals.
- Capital Solutions Capital advisory services including lending, liquidity management, and structured solutions for wealth optimization.
- Estate and Gift Planning Estate planning services including trust structures, gift strategies, and intergenerational wealth transfer planning.
- Financial Planning Comprehensive financial planning services including goal-based planning, retirement planning, and cash flow analysis.
- Tax Planning & Preparation Tax advisory and preparation services including income tax planning, estate tax strategies, and charitable giving strategies.
- Insurance Planning & Risk Management Risk assessment and insurance planning services including life insurance, long-term care, and liability coverage analysis.
- Trust Services Trust administration and trustee services for managing client assets in trust structures.
- Family Office Services Comprehensive family office services for ultra-high-net-worth families including investment management, bill pay, consolidated reporting, and administrative services.
- Business Owner Advisory Specialized advisory services for business owners including business owner financial planning, CFO services, and liquidity event planning.
- Workplace Solutions Corporate benefits services including executive financial counseling, beneficiary financial counseling, and retirement plan consulting for corporate clients.
- Cerity Partners OCIO Outsourced Chief Investment Officer services for institutional clients including investment policy creation, manager selection, and portfolio monitoring.
- Institutional Consulting Institutional investment consulting services for endowments, foundations, pension plans, and non-profit organizations.
- Corporate Venture Capital Corporate venture capital services connecting entrepreneurs with capital resources and strategic partnerships.
Companies that use SOL Capital Management
Customer profileSegments3 records
Ideal customer profiles3 records
SOL Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
SOL Capital Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered flagship and core.
- Cerity PartnersflagshipSOL Capital Management merged with Cerity Partners in January 2026. Under the agreement, SOL Capital Management operates under the Cerity Partners name, expanding Cerity Partners' presence in Maryland and the greater Washington, D.C. metropolitan area. The combined entity brings together SOL Capital's 1987 founding heritage with Cerity's 2009 establishment, creating a stronger offering for wealth management clients.
- Nelson MullinscoreNelson Mullins served as legal counsel to the transaction, providing legal advisory services for the merger between SOL Capital Management and Cerity Partners.
Scale indicators1 record
Recent moves4 records
Expansion highlights5 records
SOL Capital Management competitors and assessment
Company assessmentDirect peers
- Mercer Advisors: National RIA consolidator offering wealth management, estate planning, tax, and OCIO services. Directly comparable as a multi-state RIA roll-up peer named alongside SOL Capital's acquirer in the $5B+ AUM deal cohort.
- Hightower Advisors: Partnership-model RIA serving HNW/UHNW clients with wealth management and consulting services. Directly comparable national RIA roll-up serving similar clientele.
- EP Wealth Advisors: Fee-only RIA serving HNW individuals with comprehensive financial planning and investment management. Named in the same $5B+ combined AUM acquisition cohort, making it a directly comparable consolidator peer.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, family office, and institutional consulting to HNW/UHNW clients. Closely comparable service breadth and client segment.
- Cerity Partners: Independent wealth management firm serving HNW/UHNW individuals, families, and institutions. Direct parent/acquirer of SOL Capital — directly comparable service model, OCIO offering, and HNW/UHNW focus.
- Corient: National RIA serving ultra-high-net-worth clients with comprehensive wealth management and family office services. Direct UHNW focus and full-service RIA model make it a close peer.
- Cresset Asset Management: UHNW-focused multi-family office and RIA offering investment management, family office, and advisory services. Closely aligned UHNW client focus and family-office service model.
Broad incumbents
- Brown Brothers Harriman (Wealth Management): Private bank and wealth manager serving HNW/UHNW families with investment management, trust, and estate services. Comparable traditional private wealth incumbent.
- Edelman Financial Engines: Large national RIA combining financial planning, investment management, and workplace advice. Wider incumbent with overlapping wealth management and workplace solutions.
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, tax, estate, and financial planning. Broader incumbent with overlapping HNW/UHNW service suite.
Market position
Strengths5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
SOL Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
SOL Capital Management leadership team
Management profileNumber of profiles
Profiles4 records
SOL Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SOL Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SOL Capital Management
What does SOL Capital Management do?
SOL Capital Management is an independent investment advisory firm that provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth individuals, families, and institutions. Core offerings include investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, trust services, family office services, and business owner advisory, supplemented by institutional OCIO and consulting services for endowments, foundations, and non-profits.
Is SOL Capital Management a public or private company?
SOL Capital Management is a private company. It is classified as corporate owned and is currently acquired.
When was SOL Capital Management founded?
SOL Capital Management was founded in 1987. It employs 11 to 50 people.
Where is SOL Capital Management based?
SOL Capital Management is headquartered in Rockville, United States, in the North America region.
How does SOL Capital Management make money?
One revenue line is on record: investment Advisory Fees.
Who are SOL Capital Management's main competitors?
Direct peers on record are Mercer Advisors, Hightower Advisors, EP Wealth Advisors, Mariner Wealth Advisors, Cerity Partners, Corient and Cresset Asset Management. Broad incumbents are Brown Brothers Harriman (Wealth Management), Edelman Financial Engines and Creative Planning.
Does SOL Capital Management have an API?
No public API is recorded for SOL Capital Management.
What industry is SOL Capital Management in?
SOL Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.