LOOMIS CAPITAL MANAGEMENT

Overview

Loomis Capital Management is an independent registered investment adviser organized as a limited partnership. The firm is SEC-registered (2024) and describes itself as a capital allocator serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm is not identified as an active ESG investor, does not classify itself as a multi-state adviser, and does not operate as a pension consultant or related adviser. Its owner type is a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives