# Loretta Nolan Associates, LLC

> Loretta Nolan Associates, LLC is an SEC-registered investment advisory firm in Old Greenwich, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 18, 2026.

- CRD: 126468
- Filed as: LORETTA NOLAN ASSOCIATES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Old Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: January 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126468
- AdvisorCensus page: https://advisorcensus.com/firm/loretta-nolan-associates-llc-old-greenwich-ct-126468

## Quick answers

**How is Loretta Nolan Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Loretta Nolan Associates, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Loretta Nolan Associates, LLC charge?**
Its Form ADV Part 2A brochure dated January 17, 2026 states: Hourly rate: $100 to $425 an hour (Financial Planning and/or Consulting Services); Hourly rate: $100 to $400 an hour (Income Tax Planning and Preparation). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Loretta Nolan Associates, LLC located?**
Loretta Nolan Associates, LLC's principal office is in Old Greenwich, CT, according to its Form ADV.

**Is Loretta Nolan Associates, LLC registered with the SEC or a state?**
Loretta Nolan Associates, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 126468.

**How much does Loretta Nolan Associates, LLC manage?**
Loretta Nolan Associates, LLC reports $135,810,434 in regulatory assets under management in its Form ADV filing dated January 18, 2026 (2% discretionary).

**How have Loretta Nolan Associates, LLC's assets and staff changed since 2025?**
In the Form ADV data for Loretta Nolan Associates, LLC: Regulatory assets under management: $121,560,698 in the October 2025 data and $135,810,434 in the October 2026 data, up 12%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Loretta Nolan Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (16).

**Which custodians does Loretta Nolan Associates, LLC use?**
Loretta Nolan Associates, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Loretta Nolan Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126468

**Does Loretta Nolan Associates, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 17, 2026 says: "LNA requires a minimum account size of $1,000,000 for new advisory clients, but may reduce or waive this minimum at its sole discretion based on individual client circumstances."

**What changed in Loretta Nolan Associates, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $121,560,698 to $135,810,434 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 17, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> LNA requires a minimum account size of $1,000,000 for new advisory clients, but may reduce or waive this minimum at its sole discretion based on individual client circumstances.

- Hourly rate: $100 to $425 an hour (Financial Planning and/or Consulting Services)

> Financial Planning and/or Consulting Services fees will be charged on an hourly basis calculated ranging from $100 to $425 per hour, depending on the nature and complexity of the individual client's personal circumstances.

- Hourly rate: $100 to $400 an hour (Income Tax Planning and Preparation)

> LNA’s income tax planning and preparation fees will be charged on an hourly basis ranging from $100 to $400 per hour, depending on the nature and complexity of each client's circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $135,810,434
- Discretionary: $2,668,027
- Non-discretionary: $133,142,407

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $2,220,901 |
| High net worth individuals | 40 | $133,589,533 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lorettanolan.com
- LinkedIn @LORETTA-NOLAN-8A804B1B

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $121,560,698 | 1 | June 6, 2025 |
| October 2026 | $135,810,434 | 1 | January 18, 2026 |

Regulatory assets under management: $121,560,698 in the October 2025 data and $135,810,434 in the October 2026 data, up 12%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $121,560,698 to $135,810,434 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Loretta Nolan Associates, LLC (CRD 126468): Form ADV filing data as of October 2026.