Loftin Wealth Partners
Firm details
- Headquarters
- Johns Creek, Georgia
- CRD number
- 305359
- Registered since
- September 17, 2019
- Website
- www.gerloftin.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.03%
- Individuals22.49%
- Charitable Organizations0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Loftin Wealth Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm is owner-operated and focuses on individual and family clients rather than institutional or capital-allocation mandates. Core services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing mixes AUM-based fees with hourly and fixed-fee arrangements. The firm does not position itself as an ESG-focused investor and does not act as a multi-state adviser or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities33%
- Other4%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Cindy Scheffler
COOCRD 5250713
James Loftin
Chief Executive Officer & PresidentCRD 4059549
Contacts
3 of 5
Joshua Studebaker
Financial AdvisorCRD 7554770
George Rall
PresidentCRD 1170826
Connor Wilkins
Investment AnalystCRD 7986886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Johns Creek, GA
Gwinnett
Location
Johns Creek, GA
Headquartered in Johns Creek, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Gwinnett
- Address
- 6470 E Johns Xing
- Time zone
- ET (UTC-5)
- Office locations
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