Ger Loftin Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, educational seminars, estate planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Ger Loftin Wealth Advisors reports 387 clients. They include 282 individual clients and 105 high-net-worth individuals. Of its assets, 100.0% ($344M across 1,466 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $341M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 22% |
| High-net-worth individuals | 27% | 77% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 282 | $77.5M | 22.5% | $275K |
| High-net-worth individuals | 105 | $265M | 77.0% | $2.53M |
| Charitable organizations | Fewer than 5 | $1.63M | 0.5% | — |
| Total | 387 | $344M | 100% | — |
- Clients
- 282
- Regulatory AUM
- $77.5M
- AUM share
- 22.5%
- Avg. per client
- $275K
- Clients
- 105
- Regulatory AUM
- $265M
- AUM share
- 77.0%
- Avg. per client
- $2.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.63M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 387
- Regulatory AUM
- $344M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Ger Loftin Wealth Advisors charges 1.25%–1.50% a year for its Asset management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning services
- Financial planning is charged hourly at $250 to $500, or as a fixed fee of $250 to $5,000 per project, negotiable.
James Loftin owns 75% or more of Ger Loftin Wealth Advisors. It has 6 employees.
Leadership
- James LoftinManaging Member / CCO
- Cindy SchefflerCOO
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- David Austin Harvey
- James D Loftin
- Derek Lance Rackley
- George Edwin Rall JR
- Joshua Charles Studebaker
- Connor Patrick Wilkins
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 insurance agents
- Owns 75% or more of Ger Loftin Wealth Advisors, LLC
James Loftin
Control person · since May 2010
Ger Loftin Wealth Advisors’ regulatory assets grew 1.9× from $184M (March 2021) to $344M (June 2026); clients rose from 331 to 387 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $344M | 387 | 6 | 1 |
| March 2025 | $292M | 363 | 6 | 1 |
| March 2024 | $234M | 301 | 6 | 1 |
| August 2023 | $204M | 303 | 6 | 1 |
| March 2022 | $203M | 292 | 7 | 1 |
| March 2021 | $184M | 331 | 4 | 1 |
Besides its headquarters, Ger Loftin Wealth Advisors has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 6470 E Johns Crossing, Suite 230, Johns CreekHQ
Contact and registration details
- Legal name
- Ger Loftin Wealth Advisors, LLC
- Headquarters
- 6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097
- Website
- loftinwealthpartners.com
- Phone
- 888-556-3846
- @gerloftin-wealth-advisors-llc
- SEC file
- 801-117350
- Founded
- 2019
- Structure
- Georgia LLC
- Fiscal year end
- December
Ger Loftin Wealth Advisors uses LPL Financial ($341M) as custodian for its separately managed accounts. Ger Loftin Wealth Advisors has custody of $86M in client assets for 94 clients.
- LPL FinancialLPL Financial LLC · Omaha, NE · $341M100%
At year end, Ger Loftin Wealth Advisors’ separately managed accounts were mostly in funds (62%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds62%
- Cash1%
- Other4%
- Cedix4%
How many clients does Ger Loftin Wealth Advisors have?
Ger Loftin Wealth Advisors has 387 clients and manages $344 million for them, as of June 2026. They include 282 individual clients and 105 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Ger Loftin Wealth Advisors offer?
Ger Loftin Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, educational seminars, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Ger Loftin Wealth Advisors charge?
Ger Loftin Wealth Advisors charges 1.25%–1.50% a year for its Asset management. The fee is billed in advance and is negotiable.
Which custodians does Ger Loftin Wealth Advisors use?
Ger Loftin Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Omaha, NE), with $341M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does Ger Loftin Wealth Advisors have?
Ger Loftin Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ger Loftin Wealth Advisors invest in?
At the end of its last fiscal year, Ger Loftin Wealth Advisors’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 4% other and 1% cash and equivalents. The 4% other category is described as: Cedix.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ger Loftin Wealth Advisors?
Ger Loftin Wealth Advisors’ direct owner is James Loftin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Ger Loftin Wealth Advisors get paid?
Ger Loftin Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ger Loftin Wealth Advisors registered with the SEC?
Yes, Ger Loftin Wealth Advisors has been registered with the SEC as an investment adviser since 17 September 2019. Its CRD number is 305359 and its SEC file number is 801-117350.
Source: Form ADV Part 1A, Item 1, filed 29 June 2026; IAPD firm record
How do I contact Ger Loftin Wealth Advisors?
Ger Loftin Wealth Advisors’ main office is at 6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097. Its phone number is 888-556-3846. Its website is loftinwealthpartners.com.