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Anna Huffman Winger

Anna H. Winger

SOLLINDA CAPITAL MANAGEMENT
Hickory, NC 28601
Some features on this profile are disabled
CRD#: 6190459
Anna Huffman Winger

Professional summary

Anna Huffman Winger, CFP®, who also goes by Anna Winger, is a registered financial advisor currently at SOLLINDA CAPITAL MANAGEMENT LLC located in Hickory, North Carolina.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Anna has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anna Winger

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 Anna Huffman Winger'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: 2013

Experience

Current

November 3, 2023 - Present

SOLLINDA CAPITAL MANAGEMENT LLC

Office #1: 200 First Ave Nw Suite 303, Hickory, NC 28601
RIA
CRD#: 321742
Hickory, NC
Past

March 21, 2019 - November 3, 2023

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 149124
HICKORY, NC
Past

May 15, 2013 - January 7, 2014

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 149124
RALEIGH, 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".
SC
SOLLINDA CAPITAL MANAGEMENT LLC
BOGUE SOUND FINANCIAL | SOLLINDA FAMILY OFFICE | SOLLINDA CAPITAL MANAGEMENT LLC | MUMY FINANCIAL | MCCULLOUGH FINANCIAL GROUP | COWAN FINANCIAL GROUP | CAPITAL INVESTMENT COMPANY OF VIRGINIA | BRS FINANCIAL

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.

Highlighted states indicate IAR registrations

IAR
North Carolina
(11/3/2023)

Exams

Current Firm

SC
SOLLINDA CAPITAL MANAGEMENT LLC
BOGUE SOUND FINANCIAL | SOLLINDA FAMILY OFFICE | SOLLINDA CAPITAL MANAGEMENT LLC | MUMY FINANCIAL | MCCULLOUGH FINANCIAL GROUP | COWAN FINANCIAL GROUP | CAPITAL INVESTMENT COMPANY OF VIRGINIA | BRS FINANCIAL

CRD#: 321742 / SEC#: 801-127144

RIA
Registered Investment Advisory firm - (1/10/2023 Approved)
PREMIUM
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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
18

SEC notice filing (20 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

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

Regulatory assets under management

Total Number of Accounts1,506
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.

Company Information

SOLLINDA CAPITAL MANAGEMENT LLC

CRD#: 321742Hickory, NC 28601

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