Loop Capital Asset Management
Miami, FL·SEC-registered · CRD #149280
Loop Capital Asset Management is an SEC-registered investment advisory firm in Miami, FL managing $11B across 90 client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
90
Advisory staff
18
Fee model
Fee-only
How Loop Capital Asset Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Loop Capital Asset Management
How much does Loop Capital Asset Management manage?
Per its most recent SEC Form ADV filing (03/19/2026), Loop Capital Asset Management reports $11B in regulatory assets under management across roughly 90 client accounts.
How does Loop Capital Asset Management charge?
Loop Capital Asset Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Loop Capital Asset Management a fiduciary?
Yes. Loop Capital Asset Management is registered with the U.S. Securities and Exchange Commission (CRD #149280), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Loop Capital Asset Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Loop Capital Asset Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Loop Capital Asset Management's public SEC Form ADV filing (CRD #149280, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Loop Capital Asset Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Loop Capital Asset Management? Claim this profile.