Andrew E. Rader

SOLLINDA CAPITAL MANAGEMENT LLC

Hickory, NC 28601

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CRD#: 6110495

Professional summary

Andrew Elisha Rader, CFP® is a registered financial advisor currently at SOLLINDA CAPITAL MANAGEMENT LLC located in Hickory, North Carolina and CAPITAL INVESTMENT GROUP, INC. located in Hickory, North Carolina.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Andrew has worked at 5 firms and has passed the Series 66, SIE and Series 7 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. SOLLINDA CAPITAL MANAGEMENT, LLC. INVESTMENT ADVISOR REPRESENTATIVE. 1111 BRICKELL AVE, 10TH FLOOR STE 68, MIAMI, FL 33131. STARTED 12/2023. AFFILIATED WITH RIA FIRM. ACTIVITY IS INVESTMENT RELATED. 30 HRS/WK, 25 DURING NORMAL TRADING HRS. 2. CAPITAL INVESTMENT GROUP, INC. BROKER/DEALER. 100 EAST SIX FORKS ROAD, SUITE 200, RALEIGH, NC 27609. STARTED 01/2019. INVESTMENT RELATED. 10 HRS/WK, 10 DURING NORMAL TRADING HRS. 3. EIPO, LLC. OWNER. 400 7TH AVE PL NW, HICKORY, NC 28601. STARTED 8/2024. LLC FOR RESIDENTIAL RENTAL PROPERTY. NOT INVESTMENT RELATED. 1 HR/WK, 0 DURING NORMAL TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Elisha Rader'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 2, 2024 - Present

SOLLINDA CAPITAL MANAGEMENT LLC

Office #1: 200 First Ave Nw Suite 303, Hickory, NC 28601

RIA

CRD#: 321742

Hickory, NC

Current

March 4, 2019 - Present

CAPITAL INVESTMENT GROUP, INC.

Office #1: 200 First Avenue Nw Ste 303, Hickory, NC 28601

CRD#: 14752

Hickory, NC

Past

May 16, 2016 - December 26, 2023

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 149124

HICKORY, NC

Past

May 16, 2016 - June 12, 2017

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

HICKORY, NC

Past

December 23, 2014 - May 18, 2016

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

BOONE, NC

Past

December 23, 2014 - May 18, 2016

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

BOONE, NC

Past

July 22, 2014 - December 12, 2014

PACKERLAND BROKERAGE SERVICES, INC.

RIA

CRD#: 37031

Canal Fulton, OH

Past

July 22, 2014 - December 12, 2014

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

Canal Fulton, OH

Past

January 7, 2013 - March 25, 2014

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 149124

RALEIGH, NC

Past

November 2, 2012 - March 25, 2014

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

HICKORY, NC

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".

SOLLINDA CAPITAL MANAGEMENT LLC

CRD#: 321742 / SEC#: 801-127144

RIA

Registered Investment Advisory firm - (1/10/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/8/2024)

Colorado
(2/8/2024)

Delaware
(2/9/2024)

Florida
(10/9/2023)

Georgia
(6/13/2023)

Louisiana
(2/9/2024)

Maryland
(6/15/2023)

Massachusetts
(2/8/2024)

New Jersey
(6/15/2023)

New York
(2/8/2024)

North Carolina
(3/4/2019)

IAR

North Carolina
(1/2/2024)

Ohio
(6/29/2023)

Pennsylvania
(6/16/2023)

South Carolina
(6/28/2023)

Tennessee
(6/15/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/28/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SOLLINDA CAPITAL MANAGEMENT LLC

CRD#: 321742 / SEC#: 801-127144

RIA

Registered Investment Advisory firm - (1/10/2023 Approved)

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Contact information

Main Address

1111 Brickell Ave 10th Floor, Suite 68, Miami, FL 33131

Mailing Address

200 First Ave. Nw Suite 303a, Hickory, NC 28601

Phone number

(844) 662-1211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE DISCLOSURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,506
AUM (Assets Under Management)	$ 909,386,653

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Andrew E. Rader

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Elisha Rader's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL INVESTMENT GROUP, INC.

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CAPITAL INVESTMENT GROUP, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CAPITAL INVESTMENT GROUP, INC.

Primary Firm SEC Registration

SOLLINDA CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2012

SIE

Date: 6/12/2017

Series 7

Date: 11/1/2012

FINRA

Current Firm

SOLLINDA CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLLINDA CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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