Loomis Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 333000
- Registered since
- October 28, 2024
- Website
- loomiscapitalmanagement.com
- Custodians
- PERSHING LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Loomis Capital Management is an independent, owner-operated registered investment adviser that began SEC registration in 2024 and acts as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects external advisers on clients’ behalf. Compensation is via a percentage of assets under management and fixed fees. Loomis does not self-identify as an active ESG investor and its registration indicates a single-state advisory footprint.
Assets & Accounts
Investments & Alternatives
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
- State & Local Bonds41%
- Public Funds/Mutual Funds40%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
- Private Funds2%
Contacts
1 of 1
Heather Loomis
Founder and Managing PartnerCRD 4557918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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