RIA Intel›Advisers›Florida›LOYOLA ASSET MANAGEMENT LLC

LOYOLA ASSET MANAGEMENT LLC

Advisory

N·CORAL GABLES, FL

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$240M

1-Year AUM Growth

+57.9%

3-Year CAGR

+0.8%

Employees

3

Assets Under Management

Total AUM$240M

Discretionary AUM$64M

Non-Discretionary AUM$176M

Discretionary %26.6%

Total Clients52

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record38

First FilingJun 11, 2013

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LOYOLA ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.