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Adam Lucien Sauri

SOL Capital Management Co.

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About Adam Lucien Sauri

Adam Lucien Sauri is a Chartered Financial Analyst and an Investment Advisor Representative at Sol Capital Management Co., based in Rockville, Maryland. Adam has been with the firm since 2014, providing financial advice and managing portfolios for individuals, businesses, and institutions. Adam is registered with the state of Maryland and the District of Columbia, and holds the Series 65 license. Adam's expertise includes managing assets for individuals and businesses. Adam is also an active member of the financial industry and is a respected advisor in the Rockville area.

Firm Information

Adam Sauri is currently registered with SOL Capital Management Co.. SOL Capital Management Co. is an investment advisor registered with the SEC and located in Rockville, MD. The firm manages approximately $2.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Their services include portfolio management for individuals and businesses. They do not offer financial planning or any other services.
SOL Capital Management Co.

111 ROCKVILLE PIKE

ROCKVILLE, MD 20850

$2.66B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Sauri’s Registration & Firm History

MD

03/11/2013 - Present

SOL Capital Management Co. (ROCKVILLE MD)

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Licenses & Designations

IA

Issued 03/08/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Lucien Sauri.
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