{"url":"https://nivawealth.com/firms/ger-loftin-wealth-advisors-305359","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305359","regulatoryAum":344490661,"crd":"305359","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7249524","suffix":null,"lastName":"HARVEY","firstName":"DAVID","middleName":"AUSTIN"},{"crd":"4059549","suffix":null,"lastName":"LOFTIN","firstName":"JAMES","middleName":"D"},{"crd":"5783234","suffix":null,"lastName":"RACKLEY","firstName":"DEREK","middleName":"LANCE"},{"crd":"1170826","suffix":"JR","lastName":"RALL","firstName":"GEORGE","middleName":"EDWIN"},{"crd":"7554770","suffix":null,"lastName":"STUDEBAKER","firstName":"JOSHUA","middleName":"CHARLES"},{"crd":"7986886","suffix":null,"lastName":"WILKINS","firstName":"CONNOR","middleName":"PATRICK"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":183519681,"clients":331,"employees":4,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":203145700,"clients":292,"employees":7,"offices":1},{"filedOn":"2023-08-09","regulatoryAum":203574641,"clients":303,"employees":6,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":233579777,"clients":301,"employees":6,"offices":1},{"filedOn":"2025-03-17","regulatoryAum":292423448,"clients":363,"employees":6,"offices":1},{"filedOn":"2026-06-29","regulatoryAum":344490661,"clients":387,"employees":6,"offices":1}],"secFileNumber":"801-117350","legalName":"Ger Loftin Wealth Advisors, LLC","displayName":"Ger Loftin Wealth Advisors","slug":"ger-loftin-wealth-advisors-305359","website":"https://loftinwealthpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/gerloftin-wealth-advisors-llc/","founded":"2019","organization":"Georgia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6470 E Johns Crossing, Suite 230","city":"Johns Creek","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30097"},"tradeNames":[],"registration":{"secApproved":"17 September 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2010."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"6470 E Johns Crossing, Suite 230","city":"Johns Creek","headquarters":true}]}],"brochureServices":["estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"888-556-3846","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":33},{"label":"Securities issued by registered investment companies or business development companies","percent":62},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":4,"detail":"Cedix"}],"privateFunds":0},"sources":{"adv1FilingDate":"29 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305359/PDF/305359.pdf","brochureDate":"17 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048717","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ger Loftin Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ger Loftin Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ger Loftin Wealth Advisors charge?","answer":"Ger Loftin Wealth Advisors charges 1.25%–1.50% a year for its Asset management. The fee is billed in advance and is negotiable.","source":"GER LOFTIN FORM ADV PART 2A, filed 17 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ger Loftin Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ger Loftin Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ger Loftin Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ger Loftin Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ger Loftin Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ger Loftin Wealth Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ger Loftin Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}