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MO

Marcus B. Odinec

SOL CAPITAL MANAGEMENT CO
Rockville, MD 20850
Some features on this profile are disabled
CRD#: 6183380
MO

Professional summary

Marcus B Odinec is a registered financial advisor currently at SOL CAPITAL MANAGEMENT CO located in Rockville, Maryland.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Marcus has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus B Odinec'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

August 8, 2013 - Present

SOL CAPITAL MANAGEMENT CO

Office #1: 111 Rockville Pike Suite 750, Rockville, MD 20850
RIA
CRD#: 110226
Rockville, MD

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".
SC
SOL CAPITAL MANAGEMENT CO
SOL CAPITAL MANAGEMENT CO

CRD#: 110226 / SEC#: 801-29829

RIA
Registered Investment Advisory firm - (6/19/1987 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
Maryland
(8/8/2013)
IAR
New Jersey
(2/4/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/8/2013
Uniform Investment Adviser Law Examination

Current Firm

SC
SOL CAPITAL MANAGEMENT CO
SOL CAPITAL MANAGEMENT CO

CRD#: 110226 / SEC#: 801-29829

RIA
Registered Investment Advisory firm - (6/19/1987 Approved)
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Contact information

Main Address
111 Rockville Pike Suite 750, Rockville, MD 20850
Mailing Address
Phone number
(301) 881-3727
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARCH 2025 SOL CAPITAL MANAGEMENT COMPANY BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,105
AUM (Assets Under Management)$ 2,980,106,350

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/12/2025
Cover Page
Report
09/09/2024
Cover Page
Report
04/09/2024
Cover Page
Report
10/20/2022
Cover Page
Report

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.

Company Information

SOL CAPITAL MANAGEMENT CO

CRD#: 110226Rockville, MD 20850

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