{
  "crd_number": 153255,
  "slug": "loyola-asset-management-llc-coral-gables-fl-153255",
  "primary_business_name": "LOYOLA ASSET MANAGEMENT LLC",
  "legal_name": "LOYOLA ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-06-19",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 239900141.0,
  "raum_discretionary": 63857490.0,
  "raum_non_discretionary": 176042651.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1346847.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 14929984.0,
      "count": 14
    },
    "pooled_investment_vehicles": {
      "raum": 20892247.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 202731063.0,
      "count": 22
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://linkedin.com/company/loyola-asset-management",
    "https://loyola-asset.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153255",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/loyola-asset-management-llc-coral-gables-fl-153255",
  "display_name": "Loyola Asset Management LLC",
  "summary": "Loyola Asset Management LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Loyola Asset Management LLC (CRD 153255): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Loyola Asset Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Loyola Asset Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Loyola Asset Management LLC located?",
      "a": "Loyola Asset Management LLC's principal office is in Coral Gables, FL, according to its Form ADV."
    },
    {
      "q": "Is Loyola Asset Management LLC registered with the SEC or a state?",
      "a": "Loyola Asset Management LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 153255."
    },
    {
      "q": "How much does Loyola Asset Management LLC manage?",
      "a": "Loyola Asset Management LLC reports $239,900,141 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (27% discretionary)."
    },
    {
      "q": "How have Loyola Asset Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Loyola Asset Management LLC: Regulatory assets under management: $198,393,196 in the October 2021 data and $239,900,141 in the October 2026 data, up 21%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Loyola Asset Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (22); individuals (other than high net worth individuals) (20); high net worth individuals (14)."
    },
    {
      "q": "Which custodians does Loyola Asset Management LLC use?",
      "a": "Loyola Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Loyola Asset Management LLC report any disciplinary disclosures?",
      "a": "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/153255"
    },
    {
      "q": "Does Loyola Asset Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"There is an account minimum of $100,000, which can be waived at our discretion.\""
    },
    {
      "q": "What changed in Loyola Asset Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 198393196.0,
      "total_employees": 4,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 200237054.0,
      "total_employees": 6,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 129046508.0,
      "total_employees": 5,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 203764566.0,
      "total_employees": 5,
      "filing_date": "2024-08-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 263343132.0,
      "total_employees": 6,
      "filing_date": "2025-04-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 239900141.0,
      "total_employees": 5,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum of $100,000, which can be waived at our discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is an account minimum of $100,000, which can be waived at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/loyola-asset-management-llc-coral-gables-fl-153255.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 1346847.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 14929984.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 20892247.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 202731063.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153255",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}