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- 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.
Reported data analysis
What the numbers show
Between August 7, 2025 and July 14, 2026, reported AUM increased 326.3%, from $197.6M to $842.2M.
Of the latest reported AUM, 71.2% is discretionary and 28.8% is non-discretionary.
The firm reports 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $105.3M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
HEATHER LYNN LOOMIS
Chief Compliance Officer, Chief Investment Officer, Managing Director, President
- CRD
- #4557918
- Ownership
- 75% or more
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Loomis Capital Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.