Overview
Assets Under Management: $842 million
High-Net-Worth Clients: 8
Average Client Assets: $105.3 million
Frequently Asked Questions
LOOMIS CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333000), LOOMIS CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
LOOMIS CAPITAL MANAGEMENT serves 8 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, LOOMIS CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LOOMIS CAPITAL MANAGEMENT manages $842 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, LOOMIS CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $105.3 million
Total Client Accounts: 89
Discretionary Accounts: 19
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 333000
Filing ID: 2096883
Last Filing Date: 2026-04-23 15:51:16