This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Jackson National Life · Pershing · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
About Loomis Capital Management
Loomis Capital Management is a boutique advisory in Jackson, WY led by CIO Heather Lynn Loomis. It provides financial planning and portfolio construction, including tax and estate planning support, for retail clients with an entrepreneur focus. Portfolios use ETFs, mutual funds and fixed income, and may incorporate alternatives such as private equity and hedge funds. Custody includes Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
HEATHER LYNN LOOMIS
Chief Compliance Officer, Chief Investment Officer, Limited Partner, Managing Director, President
- CRD
- #4557918
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $599,856,389 | $31,571,389 |
| Non-Discretionary | $242,389,787 | $3,462,711 |
| Total | $842,246,176 | $9,463,440 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $842,246,176
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,807,124,427 | 24.6% |
| Public Funds | $2,174,426,140 | 29.6% |
| Equity - Exchange | $1,946,699,078 | 26.5% |
| Cash | $969,676,522 | 13.2% |
| Private Funds | $448,108,090 | 6.1% |
| Total | $7,346,034,257 | 100.0% |