Brett
Somerville

Sol Capital Management Co

CRD#5168118
Investment Advisor
in Rockville, MD

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About this Advisor

Brett Somerville is a financial advisor based in Rockville, Maryland, working with Sol Capital Management Co. Brett has previously held positions at Sol Capital Management Company and Cartica Management. Brett has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia and Maryland. Currently, Brett is part of Sol Capital Management Co, which operates out of Rockville, Maryland. The firm has 9 offices and 28 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sol Capital Management Co includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

111 Rockville Pike Suite 750
Rockville, MD 20850

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Sol Capital Management Co Brokerage Details

Total Assets Under Management

$2,662,612,008

MD Average: $6,889,882,315
Total Number of Employees

28

MD Average: 45
Total Number of Accounts

1,103

MD Average: 765
Average Account Size

$2,413,973

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Brett Somerville Work History

2023 - Present (1 year)

Sol Capital Management Company

2011 - 2022 (11 years)

Cartica Management

Disclosures

Please visit the SEC profile of Brett Somerville to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sol Capital Management Co

Adam Sauri
Rockville, MD
Marcus Odinec
Rockville, MD
Monique Sinmao
Rockville, MD
Brett Somerville
Rockville, MD
Ernest Odinec
Rockville, MD
Lawrence Lamonica
Rockville, MD
Rahm Dvir
Rockville, MD
Karin Schultz
Rockville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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