OLD GREENWICH, CTCRD 126468Latest ADV January 18, 2026
Loretta Nolan Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Old Greenwich, CT. Its latest Form ADV filing, dated January 18, 2026, reports $136M in regulatory assets under management, 1 employee, and 126 accounts.
Assets Under Management
$136M
Employees
1
Offices
--
Total Clients
56
Primary office
OLD GREENWICH, CT
13 ARCADIA ROAD, SUITE 10, OLD GREENWICH, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.4% of total clients.
Top client categories% of clientsClients
1
HNWI
71.4%
40
2
Individuals
28.6%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of January 18, 2026
Discretionary2.0%
$3M
2% of total RAUM2.0%
Non-discretionary98.0%
$133M
98% of total RAUM98.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$136M
Total Accounts126
10Y AUM Change+$14M (+11.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.