$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2023
- Office Locations
- 1
Office Locations
-- Doswell VA
About Aloft Financial
Aloft Financial is a Virginia- and Washington-registered RIA providing comprehensive wealth management, including financial planning, investment management, and tax planning, for individuals and families planning for retirement, growing wealth, or protecting their family’s future. Led by CFP and CPA Ronald D. Schiel, portfolios are primarily ETF-based.
Team overview
58 AVG AGE
$11.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Element Catalyst Vital delta Meridian Wave Vector harbor Foundation pathway Signal radial Delta North legacy
Client Personas
Pioneer meridian Momentum horizon
CRM
Ember Foundation
Custodian
North Capital Foundation catalyst Vector Pathway
Investment Themes
Fusion insight Peak momentum Focus matrix Ridge foundation Atlas bridge Atlas Oak legacy
Investment Vehicles
Catalyst frontier Harbor Quantum
Services
Frontier harbor Glacier beacon Pioneer meridian Legacy Fusion Bridge eagle Vertex wave Summit ridge Wave meridian Capital Vital
Owner & Executives
R
RONALD D. SCHIEL JR.
President
- CRD
- #4607621
- Ownership
- 75% or more
(989) 212-6281
capital.alpha@insightcapital.com
in linkedin.com/in/pioneer-matrix
C
CINDI RANON SCHIEL
Secretary
- CRD
- --
- Ownership
- 5% but less than 10%
(233) 402-6352
meridian.vertex@oakcapital.com
in linkedin.com/in/alpha-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,482,218,837 | 100.0% |
| Total | $7,482,218,837 | 100.0% |