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- Custodian
- LPL Financial ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Summit vertex
- Established Date
- 09-17-2019
- Office Locations
- 1
Office Locations
About Loftin Wealth Partners
Loftin Wealth Partners is a Johns Creek, GA wealth management firm providing process-driven financial planning and investment management for individuals and families across life transitions, including multigenerational households, pre-retirees/retirees, business owners, and airline pilots. Their approach centers on a custom personal financial model monitored by a dedicated Macro Manager, with cash-flow projections to help grow wealth and preserve legacy.
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Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
JAMES D LOFTIN
Chief Compliance Officer, Managing Member
- CRD
- #4059549
- Ownership
- 75% or more
CINDY MARIE SCHEFFLER
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID AUSTIN HARVEY
Financial Advisor
- CRD
- #7249524
DEREK LANCE RACKLEY
Financial Advisor
- CRD
- #5783234
Unison matrix
Horizon oak
- CRD
- #16425
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $344,490,661 | $234,987 |
| Non-Discretionary | $0 | -- |
| Total | $344,490,661 | $234,987 |
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Separately Managed Accounts
Total SMA Asset: $344,490,661
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $316,973,270 | 11.9% |
| Equity - Exchange | $633,946,541 | 23.8% |
| Other | $455,482,599 | 17.1% |
| Cash | $1,257,238,517 | 47.2% |
| Total | $2,663,640,927 | 100.0% |