CORAL GABLES, FLCRD 153255Latest ADV March 17, 2026
Loyola Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 17, 2026, reports $240M in regulatory assets under management, 5 employees, and 63 accounts.
Assets Under Management
$240M
Employees
5
Offices
--
Total Clients
57
Primary office
CORAL GABLES, FL
2990 PONCE DE LEON BLVD, SUITE 202, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 38.6% of total clients.
Top client categories% of clientsClients
1
Corporations
38.6%
22
2
Individuals
35.1%
20
3
HNWI
24.6%
14
4
Pooled Investment Vehicles
1.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of March 17, 2026
Discretionary26.6%
$64M
27% of total RAUM26.6%
Non-discretionary73.4%
$176M
73% of total RAUM73.4%
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.
Total AUM$240M
Total Accounts63
10Y AUM Change$-25M (-9.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee11:1
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.