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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LOFTIN WEALTH PARTNERS

GER LOFTIN WEALTH ADVISORS, LLC, CRD 305359

JOHNS CREEK, GA

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:df6ffba2-34ee-d873-eaca-c536f9c950fa

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Aug 16, 2019 to Jun 29, 2026
20 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=0.0
Regulatory AUM: $344MItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $344M
Private client RAUM: $343MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $57.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,466
Individual clients: 282
High net worth clients: 105
Custody, client assets: $86.0M
SEC number: 801-117350
CRD: 305359
Filings on the tape: 20
First filed: Aug 16, 2019
Latest filed: Jun 29, 2026
Organised: Limited Liability Company, GA

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
GEORGE EDWIN RALL	n/a	JOHNS CREEK, GA	6	42	5	no
JAMES D LOFTIN	Certified Financial Planner	JOHNS CREEK, GA	6	26	5	no
DAVID AUSTIN HARVEY	n/a	JOHNS CREEK, GA	6	34	n/a	no
CONNOR PATRICK WILKINS	n/a	JOHNS CREEK, GA	1	11	n/a	no
DEREK LANCE RACKLEY	n/a	JOHNS CREEK, GA	1	16	1	no
JOSHUA CHARLES STUDEBAKER	n/a	JOHNS CREEK, GA	0	21	4	no

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
LOFTIN, JAMES, D	PARTNER / CCO	E	yes	05/2010	Aug 16, 2019	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GEORGE RALL	n/a	n/a	n/a	N	yes	n/a
JAMES LOFTIN	n/a	n/a	n/a	N	yes	n/a

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; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 30, 2026	$344M	$344M	6	6	n/a	n/a
2024	Mar 17, 2025	$292M	$292M	6	5	n/a	n/a
2023	Mar 26, 2024	$234M	$234M	6	5	n/a	n/a
2022	Mar 15, 2023	$204M	$203M	6	5	n/a	n/a
2021	Mar 23, 2022	$203M	$202M	7	5	n/a	n/a
2020	Mar 22, 2021	$184M	$169M	4	3	n/a	n/a
2019	Mar 5, 2020	$110M	$109M	4	2	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
1	0	1	0.0%	0	0	0	2	2

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	$344M	$292M	17.8%	$204M	19.2%	6	6	0	0

Relationships

Registered with (8)

← JOSHUA CHARLES STUDEBAKERAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← DEREK LANCE RACKLEYAdvisorregistration: current employment
Nov 7, 2024 to presentfactForm ADV
← CONNOR PATRICK WILKINSAdvisorregistration: current employment
Oct 30, 2024 to presentfactForm ADV
← DAVID AUSTIN HARVEYAdvisorregistration: current employment
Sep 4, 2020 to presentfactForm ADV
← GEORGE EDWIN RALLAdvisorregistration: previous registration
Oct 28, 2019 to Dec 31, 2019factForm ADV
← JAMES D LOFTINAdvisorregistration: previous registration
Oct 28, 2019 to Dec 31, 2019factForm ADV
← Keir Jourdan PienaarAdvisorregistration: previous registration
Sep 1, 2021 to May 30, 2025factForm ADV
← JACKSON ROBERT METZGERAdvisorregistration: previous registration
Mar 3, 2022 to May 13, 2024factForm ADV

Controls (1)

← LOFTIN, JAMES, DOwnerPARTNER / CCO, ownership code E, individual
Aug 16, 2019 to Mar 26, 2024factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
Keir Jourdan Pienaar left Loftin Wealth Partners for Hb Wealth (registered 2025-07-10)
Form ADVobserved 4 days ago
Occurred
May 13, 2024
Advisor changed firm
Jackson Robert Metzger left Loftin Wealth Partners for Paces Ferry Wealth Advisors, Llc (registered 2024-08-08)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Control person left
Edwin George Rall (Managing Member) no longer on Schedule A of Loftin Wealth Partners (listed 2023-08-09, absent 2024-03-26)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2019
First Form ADV filing
Ger Loftin Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df6ffba2-34ee-d873-eaca-c536f9c950fa
First observed: Aug 16, 2019
Last observed: Jun 29, 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.

LOFTIN WEALTH PARTNERS

GER LOFTIN WEALTH ADVISORS, LLC, CRD 305359

JOHNS CREEK, GA

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:df6ffba2-34ee-d873-eaca-c536f9c950fa

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE EDWIN RALL

n/a

JOHNS CREEK, GA

JAMES D LOFTIN

Certified Financial Planner

JOHNS CREEK, GA

DAVID AUSTIN HARVEY

n/a

JOHNS CREEK, GA

n/a

CONNOR PATRICK WILKINS

n/a

JOHNS CREEK, GA

n/a

DEREK LANCE RACKLEY

n/a

JOHNS CREEK, GA

JOSHUA CHARLES STUDEBAKER

n/a

JOHNS CREEK, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOFTIN, JAMES, D

PARTNER / CCO

yes

05/2010

Aug 16, 2019

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GEORGE RALL

n/a

yes

n/a

JAMES LOFTIN

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$344M

n/a

2024

Mar 17, 2025

$292M

n/a

2023

Mar 26, 2024

$234M

n/a

2022

Mar 15, 2023

$204M

$203M

n/a

2021

Mar 23, 2022

$203M

$202M

n/a

2020

Mar 22, 2021

$184M

$169M

n/a

2019

Mar 5, 2020

$110M

$109M

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

$344M

$292M

17.8%

$204M

19.2%