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Loyola Asset Management
Founded in 2006 and based in Coral Gables, Florida, Loyola Asset Management is a registered investment adviser built to serve high-net-worth individuals,...
Loyola Asset Management
Founded in 2006 and based in Coral Gables, Florida, Loyola Asset Management is a registered investment adviser built to serve high-net-worth individuals, families, and retirement plans. The firm entered the market just before the financial crisis, a timing that shaped its conservative, planning-first ethos. Rather than originating from a single-family fortune, Loyola was established as an independent advisory business from day one — a structure that means its principal-client relationships sit with the firm, not with a founding patriarch. The firm provides asset management, financial planning, and portfolio management under one roof. This integrated model typically spans liquid public-markets portfolios — equities, fixed income, and ETF-based strategies — along with retirement account oversight. Unlike multi-family offices that layer on tax, estate, and concierge services, Loyola appears to stay narrow: portfolio construction plus household financial planning. The geographic footprint concentrates on South Florida, serving a client base that likely includes both domestic professionals and the Latin American wealth corridor that flows through Miami. Loyola operates without the scale disclosures that larger peers provide — no public AUM, no published team headcount, no named portfolio holdings. The firm files as an SEC-registered investment adviser, a regulatory posture that imposes fiduciary duties and public-disclosure obligations, though its Form ADV summaries remain the primary window into its exact scope. For allocators tracing Florida-family-office ecosystems, Loyola sits at the smaller end of the advisory spectrum, competing not on deal-flow exclusivity but on the proximity and continuity of an in-state relationship manager. Structurally, Loyola's differentiator is its independence. It is not a bank trust department, not a wirehouse team, and not a single-family office that occasionally takes outside clients. That independence gives it discretion over manager selection and asset allocation without product-shelf constraints — a feature that matters to families who have outgrown their private-bank advisor but do not need the overhead of a dedicated family office.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Coral Gables
Corporate office
Coral Gables, FL, United States
Frequently asked questions
Is Loyola Asset Management a single-family office?
No. Loyola was founded in 2006 as an independent registered investment adviser, not as the office for a single family's wealth. It serves multiple high-net-worth individuals, families, and retirement plans from its Coral Gables base. That commercial-advisory structure means its economics depend on external client fees rather than a single funding source.
Does Loyola Asset Management file as an SEC-registered investment adviser?
Yes. As an SEC-registered RIA, the firm files Form ADV disclosures that detail its advisory business, fee schedules, assets under management, and disciplinary history. These filings are publicly available through the SEC's Investment Adviser Public Disclosure database, providing a regulatory backstop that is not present for single-family offices operating under the private-adviser exemption.
What services does Loyola Asset Management provide?
Public record indicates Loyola offers asset management, financial planning, and portfolio management. The firm's integration of discretionary portfolio construction with household financial planning is its core value proposition. It does not publicly market the tax, estate, or concierge services that multi-family offices typically bundle.
Where does Loyola Asset Management's client base concentrate geographically?
The firm is headquartered in Coral Gables, Florida, and its client base reflects the South Florida wealth market — a corridor that includes domestic high-net-worth families as well as Latin American individuals who maintain financial ties to the Miami area. No additional office locations are publicly disclosed.
Does Loyola Asset Management disclose its assets under management?
No AUM figure is publicly available. The firm's SEC registration requires periodic disclosure, but the specific number has not been widely reported. Without a published figure, allocators and peers should treat AUM as undisclosed unless surfaced through direct inquiry or regulatory filings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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