La Loma Capital
RIAState Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$380K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 152440
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
La Loma Capital is a sole proprietorship operating as an independent registered investment adviser focused on portfolio management for individuals and small businesses. The firm is state-registered in California and Nevada and is owned and run by an individual principal. Its client base is concentrated on individual and family clients. Compensation is primarily a percentage-of-assets-under-management fee schedule with the capacity to charge performance-based fees. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- Non-Exchange Traded Equities35%
- Investment Grade Corp Bonds15%
- Non-Investment Grade Corp Bonds15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
I-Cthru Inc.
RIAAUM $1.9MTEAM 2REPS 2
Full Bloom Financial
RIANorthville, MI
AUM $1.9MTEAM 1REPS 1
Gulfcoast Embers Advisors
RIAAUM $1.9MTEAM 1REPS 1
First Due Financial LLC
RIAWareham, MA
AUM $1.9MTEAM 1REPS 1
Crossover Capital Trading LLC
RIAAUM $1.9MTEAM 1REPS 2
Lincoln Investment Advisers, LLC
RIAAUM $1.9MTEAM 1REPS 1