LOCI CAPITAL GROUP, LLC
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 318484
- Registered since
- January 2, 2024
Firm profile
FINTRXOverview
Loci Capital Group, LLC is a limited liability company that registered with the SEC in 2024. The firm functions primarily as a sponsor and general partner — it serves as the managing member of pooled investment vehicles rather than operating as a traditional advisory shop with separate-account clients. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor and is not designated a multi-state adviser; it is also listed as not being a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Michael Phillips
Co-Founder & CEOCRD 7848433
Nathan Workman
COOCRD 7848436
Contacts
3 of 4CASSON WILSON
Managing PrincipalCRD 5686210
Patton Chillura
Co-Founder and PartnerCRD 7848434
Garrett Francis
Managing PrincipalCRD 7848435
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 4830 W Kennedy Blvd
- Time zone
- ET (UTC-5)
- Office locations
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