Cabe K. Atkinson

SOLTIS INVESTMENT ADVISORS

American Fork, UT 84003

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CRD#: 5628288

Professional summary

Cabe Kimball Atkinson is a registered financial advisor currently at SOLTIS INVESTMENT ADVISORS, LLC located in American Fork, Utah.

Cabe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Cabe has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) President, Shumway Insurance Group, 915 S 500 E Ste 110, American Fork, UT 84003, Benefits Brokerage (2) Owner, SOT Benefits, Inc. 575 N 500 E Pleasant Grove, UT 84062, began 8/2006 (3) Owner, 25%, Phil Morris Holdings, LLC, 915 S 500 E Ste 110, American Fork, UT 84003, began 10/2015 (4) Non owner interest, Inside Insurance, Property & Casualty Brokerage, 915 S 500 E Ste 110, American Fork, UT 84003, since 1/2011 (5) Owner, Shumson Properties LLC, began 10/2006, buying and selling real estate; currently not actively pursing any properties and do not own any properties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cabe Kimball Atkinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 23, 2017 - Present

SOLTIS INVESTMENT ADVISORS, LLC

Office #1: 915 South 500 East Ste 110, American Fork, UT 84003

RIA

CRD#: 154690

American Fork, UT

Past

December 19, 2008 - August 13, 2010

INTERMOUNTAIN FINANCIAL SERVICES, INC.

CRD#: 15386

AMERICAN FORK, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA

Registered Investment Advisory firm - (9/20/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(6/26/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/18/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA

Registered Investment Advisory firm - (9/20/2010 Approved)

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Contact information

Main Address

20 North Main Suite 400, St. George, UT 84770

Mailing Address

Phone number

(435) 674-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOLTIS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,499
AUM (Assets Under Management)	$ 8,352,553,865

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Cabe K. Atkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cabe Kimball Atkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLTIS INVESTMENT ADVISORS, LLC

INTERMOUNTAIN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SOLTIS INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2016

Series 63

Date: 2/5/2009

Series 6

Date: 12/18/2008

Current Firm

SOLTIS INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLTIS INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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