This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$842MItem 5.F on the latest filing (2026-07-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$600M

Private client RAUM

$842MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

89

Individual clients

0

High net worth clients

8

SEC number

801-131352

CRD

333000

Filings on the tape

6

First filed

Sep 25, 2024

Latest filed

Jul 14, 2026

Organised

Limited Liability Company, WY

Website

loomiscapitalmanagement.com

• Occurred

  Mar 13, 2026
  Regulatory AUM changed

  Loomis Capital Management reported RAUM $842.2M, up 326% from $197.6M (2025-08-07 to 2026-03-13)

  Form ADVobserved 4 days ago
  $645M
• Occurred

  Sep 25, 2024
  First Form ADV filing

  Loomis Capital Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2a985575-2bcb-5b34-792e-31f57963c722

First observed

Sep 25, 2024

Last observed

Jul 14, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.