Our Story

Built on Discipline. Driven by Results.

Solis Capital was founded on a simple belief: every serious investor deserves institutional-grade guidance — not just the privileged few.

500+
Clients Advised
15+
Years Experience
$2B+
Capital Guided
94%
Client Retention
MJS
Meet the Advisor

Marcus J. Solis

Founder & Lead Advisor

With over 15 years navigating equity markets, futures exchanges, and commercial lending, Marcus built Solis Capital to bridge the gap between Wall Street expertise and everyday investors. His career began on the trading floor, where he developed the disciplined, data-driven methodology that now defines every client engagement.

After managing a proprietary trading desk and advising mid-market businesses on capital acquisition, Marcus recognized that most retail traders and small business owners were operating without the strategic frameworks that institutional players take for granted. Solis Capital was his answer.

Series 65 Licensed Investment Advisor
15+ Years Active Market Experience
Former Proprietary Trading Desk Manager
Certified Business Finance Consultant
Our Philosophy

Strategy Over Speculation

We reject the noise. Every recommendation we make is grounded in technical analysis, risk-adjusted frameworks, and a clear understanding of each client's financial goals. We don't chase trends — we build systems.

01

Risk First

Capital preservation is the foundation of every strategy. We define downside before we discuss upside.

02

Data-Driven

Decisions are backed by quantitative analysis, not gut instinct or market hype.

03

Client-Aligned

Our success is measured by yours. We have no incentive to recommend anything that doesn't serve your goals.

Ready to Work Together?

Book a free consultation and discover what a disciplined, personalized strategy can do for your financial future.