Career
Scott Kimball has been CIO Loop Capital Asset Management - TCH, LLC of Loop Capital Asset Management - TCH since March 2023. Scott Kimball is a control person of the firm and directly owns under 5% of it. Scott Kimball holds an M.B.A. from the University of Miami and a B.A. in international business from Stetson University.
Loop Capital Asset Management - TCH LLC is a Miami, FL firm with $10.8B under management, 90 clients and 18 advisers in one office, as of its March 2026 filing.
Scott Kimball is Chief Investment Officer of Loop Capital Asset Management’s Fixed Income team. His prior experience includes Taplin, Canida and Habacht, BMO Asset Management, Merrill Lynch and other investment firms.
- Merrill Lynch Pierce Fenner & Smith Inc.– · 2 yearsJacksonville, FL · Adviser representative · Firm CRD 7691
Credentials and registrations
Professional designations
Listed by Loop Capital Asset Management - TCH and the sources below
- CFA charterholder
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 July 2003 |
| Series 7 | General Securities Representative Examination | 19 March 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Scott M Kimball
- CRD
- 4637198
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Scott Kimball work?
Scott Kimball has been CIO Loop Capital Asset Management - TCH, LLC of Loop Capital Asset Management - TCH LLC since March 2023, and is a control person of the firm.
Does Scott Kimball have a current investment-adviser registration?
Scott Kimball has no current investment-adviser or broker registration.
What exams has Scott Kimball passed?
Scott Kimball has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2003.
Where was Scott Kimball previously registered as an investment adviser?
Scott Kimball has past investment-adviser registrations through Taplin, Canida & Habacht, LLC, April 2012 to December 2017; Merrill Lynch Pierce Fenner & Smith Inc., September 2003 to February 2006, across 2 firms.
Is Scott Kimball a CFA charterholder?
Loop Capital Asset Management - TCH lists Scott Kimball with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Source: Loop Capital