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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

BP CAPITAL FUND ADVISORS, LLC

CRD 168476

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b190f44e-f4c1-3ffd-eb44-82e2eb9c97b2

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Aug 13, 2013 to Mar 27, 2026
22 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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=1.0
Regulatory AUM: $20.0MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20.0M
Private client RAUM: $20.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $20.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
SEC number: 801-78461
CRD: 168476
Filings on the tape: 22
First filed: Aug 13, 2013
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TOBY JOE LOFTIN	n/a	DALLAS, TX \| Dallas, TX	1	26	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HURLEY, PATRICK, JOEL	CHIEF COMPLIANCE OFFICER	Na	yes	08/2013	Dec 2, 2013	Feb 26, 2024
LOFTIN, TOBY, JOE	Member	C	yes	06/2013	Aug 13, 2013	Feb 26, 2024
LOFTIN, TOBY, JOE	Principal	Na	yes	08/2013	Aug 13, 2013	Feb 26, 2024
THE LOFTIN GROUP, LLC	MANAGER MEMBER	C	yes	06/2013	Aug 13, 2013	Feb 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$20.0M	$20.0M	2	1	0	n/a	n/a
2024	Mar 31, 2025	$22.0M	$22.0M	2	1	0	n/a	n/a
2022	Mar 31, 2023	$15.0M	$15.0M	3	2	0	n/a	n/a
2021	Mar 30, 2022	$69.0M	$69.0M	4	2	0	n/a	n/a
2020	Apr 1, 2021	$49.4M	$49.4M	5	2	0	n/a	n/a
2019	Mar 3, 2020	$109M	$109M	4	2	0	n/a	n/a
2018	Feb 7, 2019	$145M	$145M	8	6	0	n/a	n/a
2017	Mar 23, 2018	$284M	$284M	11	7	0	n/a	n/a
2016	Mar 29, 2017	$335M	$335M	11	7	n/a	n/a	n/a
2015	Mar 22, 2016	$189M	$189M	9	9	n/a	n/a	n/a
2014	Mar 18, 2015	$133M	$133M	9	8	n/a	n/a	n/a
2013	Mar 11, 2014	$47.3M	$47.3M	8	7	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$20.0M	$22.0M	-9.1%	$15.0M	10.1%	2	2	0	0

Relationships

Registered with (1)

← TOBY JOE LOFTINAdvisorregistration: current employment
Oct 25, 2024 to presentfactForm ADV

Affiliated with (2)

← TRILINE INDEX SOLUTIONS, LLCRegistered adviserother investment adviser, bank, control, common control
factForm ADV
← TBP INVESTMENTS MANAGEMENT LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Controls (3)

← HURLEY, PATRICK, JOELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 2, 2013 to Feb 26, 2024factForm ADV
← LOFTIN, TOBY, JOEOwnerMEMBER, ownership code C, individual
Aug 13, 2013 to Feb 26, 2024factForm ADV
← THE LOFTIN GROUP, LLCOwnerMANAGER MEMBER, ownership code C, domestic entity
Aug 13, 2013 to Feb 26, 2024factForm ADV

Dated events

Occurred
Feb 26, 2024
Control person left
Boone Thomas Pickens (Member) no longer on Schedule A of Bp Capital Fund Advisors, Llc (listed 2024-02-23, absent 2024-02-26)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2024
Control person left
Charlie Anderson (Trustee) no longer on Schedule A of Bp Capital Fund Advisors, Llc (listed 2024-02-23, absent 2024-02-26)
Form ADVobserved 5 days ago
Occurred
Feb 7, 2019
Regulatory AUM changed
Bp Capital Fund Advisors, Llc reported RAUM $144.5M, down 49% from $284.2M (2018-03-23 to 2019-02-07)
Form ADVobserved 5 days ago
$-140M
Occurred
Aug 13, 2013
First Form ADV filing
Bp Capital Mlp Fund Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b190f44e-f4c1-3ffd-eb44-82e2eb9c97b2
First observed: Aug 13, 2013
Last observed: Mar 27, 2026 5 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.

BP CAPITAL FUND ADVISORS, LLC

CRD 168476

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b190f44e-f4c1-3ffd-eb44-82e2eb9c97b2

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TOBY JOE LOFTIN

n/a

DALLAS, TX | Dallas, TX

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HURLEY, PATRICK, JOEL

CHIEF COMPLIANCE OFFICER

yes

08/2013

Dec 2, 2013

Feb 26, 2024

LOFTIN, TOBY, JOE

Member

yes

06/2013

Aug 13, 2013

Feb 26, 2024

LOFTIN, TOBY, JOE

Principal

yes

08/2013

Aug 13, 2013

Feb 26, 2024

THE LOFTIN GROUP, LLC

MANAGER MEMBER

yes

06/2013

Aug 13, 2013

Feb 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$20.0M

n/a

2024

Mar 31, 2025

$22.0M

n/a

2022

Mar 31, 2023

$15.0M

n/a

2021

Mar 30, 2022

$69.0M

n/a

2020

Apr 1, 2021

$49.4M

n/a

2019

Mar 3, 2020

$109M

n/a

2018

Feb 7, 2019

$145M

n/a

2017

Mar 23, 2018

$284M

n/a

2016

Mar 29, 2017

$335M

n/a

2015

Mar 22, 2016

$189M

n/a

2014

Mar 18, 2015

$133M

n/a

2013

Mar 11, 2014

$47.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$20.0M

$22.0M

-9.1%

$15.0M

10.1%