Coltin E. Davis

SOLTIS INVESTMENT ADVISORS

Southlake, TX 76092

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CRD#: 7444771

Professional summary

Coltin Edward Davis is a registered financial advisor currently at SOLTIS INVESTMENT ADVISORS, LLC located in Southlake, Texas.

Coltin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Coltin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

TXFP CONSULTING; NOT INVESTMENT RELATED; CEDAR PARK, TX; OWNER/MANAGING PARTNER; ACTIVITY BEGAN 01/2021; I DEVOTE APPX 0 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS. Business is dormant. INSURANCE SALES; REGISTERED INSURANCE AGENT SINCE 09/2022; I DEVOTE APPX 0 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS. I RECEIVE COMMISSIONS THROUGH THE SALE OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Coltin Edward Davis'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

April 18, 2023 - Present

SOLTIS INVESTMENT ADVISORS, LLC

Office #1: 500 E Hwy 114 Ste 100, Southlake, TX 76092

RIA

CRD#: 154690

Southlake, TX

Past

July 26, 2022 - January 5, 2023

CFO4LIFE

RIA

CRD#: 287600

COPPELL, TX

Past

January 12, 2022 - January 4, 2023

AUSDAL FINANCIAL PARTNERS, INC.

CRD#: 7995

COPPELL, TX

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

Texas
(4/18/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/15/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/6/2021

Securities Industry Essentials 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

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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Coltin E. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Coltin Edward Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLTIS INVESTMENT ADVISORS, LLC

CFO4LIFE

AUSDAL FINANCIAL PARTNERS, INC.

Primary Firm SEC Registration

SOLTIS INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2022

Series 7TO

Date: 1/12/2022

SIE

Date: 11/6/2021

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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