LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

Overview

Loveland & Bastian Financial Services Group, LLC is an independent registered investment adviser that serves individual and family clients, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and is owned by an individual rather than a larger institution. Its stated advisory activities center on tailored planning and portfolio guidance rather than institutional pension consulting or multi-state advisory programs. Investment activity shows a clear preference for equities, with the firm allocating the majority of client assets to exchange-traded instruments. The adviser is not identified as an active ESG investor and does not operate as a multi-state adviser. The business model appears oriented toward hands-on, client-specific relationships in which the firm provides guidance and portfolio construction while clients retain trade authority, given the entirely non-discretionary asset base.

Assets & Accounts

Public Holdings

Location & Offices