Loomis Capital Management is an SEC registered investment adviser organized as a limited partnership. Its latest Form ADV filing, dated April 23, 2026, reports $842M in regulatory assets under management, 1 employee, and 89 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$842Mas of April 23, 2026
Discretionary71.2%
$600M
71% of total RAUM71.2%
Non-discretionary28.8%
$242M
29% of total RAUM28.8%
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$842M
Total Accounts89
10Y AUM Change+$842M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee8:1
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.