About Sol Capital Management CO
<p>Founded in 1987, Sol Capital Management Co is a registered investment advisor that works with individuals, families, business owners, and nonprofits on long-term planning and investment oversight. The firm is headquartered in Rockville, part of the Washington, DC metro area, with a second office in New York City.</p> <p>Sol Capital Management Co has merged with Cerity Partners, which expands the resources available to clients while keeping the firm’s advisory focus in place. As of 2026, the firm reports $3.3B in assets under management.</p> <p>Alongside private wealth services, the firm supports employer retirement plans with consulting for both defined benefit and defined contribution arrangements. Plan sponsors looking for fiduciary support can also engage the firm for 3(21) investment advice through its <a href="/plan-advisors">plan advisors</a> team.</p> <p>Sol Capital Management Co works with clients in CA, DE, DC, FL, MD, NJ, NY, TX, and VA. A key differentiator is the combination of retirement plan consulting and personal tax and estate planning work under one advisory roof.</p> <ul> <li>Investment management and portfolio advice</li> <li>Financial planning for individuals and families</li> <li>Estate and gift planning coordination</li> <li>Tax planning support</li> <li>Retirement plan consulting, including 3(21) fiduciary services and defined benefit/defined contribution plans</li> </ul>
Website: https://sol-capital.com/
Founded: 1987
Office Locations
- Rockville, MD (Headquarters)
- New York, NY
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $3.3B