Ryan
Mumy

Sollinda Capital Management LLC

CRD#4673615
Investment Advisor
in Hickory, NC

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About this Advisor

Ryan Mumy is a financial advisor based in Hickory, North Carolina, working with Sollinda Capital Management LLC. Ryan has previously held positions at Capital Investment Advisory Services, LLC, Sollinda Capital Management LLC, Mumy Financial Advisors, LLC, and Capital Investment Group, Inc. Ryan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Ryan is part of Sollinda Capital Management LLC, which operates out of Hickory, North Carolina. The firm has 1 office and 14 employees. The firm manages assets totaling $916.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sollinda Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 First Ave. Nw Suite 303
Hickory, NC 28601

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Sollinda Capital Management LLC Brokerage Details

Total Assets Under Management

$916,803,171

NC Average: $1,855,561,029
Total Number of Employees

14

NC Average: 62
Total Number of Accounts

1,159

NC Average: 2,474
Average Account Size

$791,029

NC Average: $750,025

Investment Advisory Services

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

Ryan Mumy Work History

2024 - Present (0 year)

Sollinda Capital Management LLC

2011 - Present (13 years)

Mumy Financial Advisors, LLC

2009 - Present (15 years)

Capital Investment Advisory Services, LLC

2009 - 2023 (14 years)

Capital Investment Group, Inc

Disclosures

Please visit the SEC profile of Ryan Mumy 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 Sollinda Capital Management LLC

Andrew Rader
Miami, FL
Justin Greenhill
Miami, FL
Gavin Langley
Miami, FL
Jonathan Ingram
Roanoke, VA
James Beam
Miami, FL
David Van Horn
Miami, FL
Anna Winger
Hickory, NC
Ryan Mumy
Hickory, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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