RIA Intel›Advisers›Virginia›ALOFT FINANCIAL LLC

ALOFT FINANCIAL LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$143K

across 77 accounts

AUM per adviser

$11M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$11M

Discretionary %

100%

Clients

31

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

31 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

LASSEN, LARS EDWARD

NEWPORT NEWS, VA

$12M

BROADPARK ADVISORS, LLC

CHARLOTTESVILLE, VA

$12M

CHIMBORAZO INVESTMENT RESEARCH LLC

$12M

ENRICHED ADVICE, LLC

$10M

ENHANCED INVESTMENT STRATEGIES

CHARLOTTESVILLE, VA

$12M

SAUNDERS RETIREMENT ADVISORS, INC.

RICHMOND, VA

$12M

0.0% 1Y

Get the full picture on ALOFT FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALOFT FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans