# Loyola Asset Management LLC

> 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.

- CRD: 153255
- Filed as: LOYOLA ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153255
- AdvisorCensus page: https://advisorcensus.com/firm/loyola-asset-management-llc-coral-gables-fl-153255

## Quick answers

**How is Loyola Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Loyola Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Loyola Asset Management LLC located?**
Loyola Asset Management LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is Loyola Asset Management LLC registered with the SEC or a state?**
Loyola Asset Management LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 153255.

**How much does Loyola Asset Management LLC manage?**
Loyola Asset Management LLC reports $239,900,141 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (27% discretionary).

**How have Loyola Asset Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Loyola Asset Management LLC serve?**
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).

**Which custodians does Loyola Asset Management LLC use?**
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.

**Does Loyola Asset Management 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/153255

**Does Loyola Asset Management LLC state an account minimum?**
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."

**What changed in Loyola Asset Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $100,000, which can be waived at our discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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: $239,900,141
- Discretionary: $63,857,490
- Non-discretionary: $176,042,651

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $1,346,847 |
| High net worth individuals | 14 | $14,929,984 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $20,892,247 |
| Corporations or other businesses not listed above | 22 | $202,731,063 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [loyola-asset.com](https://loyola-asset.com)
- LinkedIn @loyola-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $198,393,196 | 4 | March 31, 2021 |
| October 2022 | $200,237,054 | 6 | May 5, 2022 |
| October 2023 | $129,046,508 | 5 | October 3, 2023 |
| October 2024 | $203,764,566 | 5 | August 6, 2024 |
| October 2025 | $263,343,132 | 6 | April 14, 2025 |
| October 2026 | $239,900,141 | 5 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Loyola Asset Management LLC (CRD 153255): Form ADV filing data as of October 2026.