A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

A••••••• F••••• W•••••• L••

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Coral Gables, FLCandidateidentity confidence 45%a•••••••••.com

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

Not yet hand-verified
Last observed Sep 20, 2026 · 92 observations · 4 sources
2 people · 0 investments · 59 public positions · 11 events
This entity is a candidate. One public signal put it on the graph (registered adviser with a family-named firm (investments, holdings, capital, wealth)); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 44% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
Educating and guiding you through life’s many financial decisions Experience personalized wealth planning and care. Our company focuses on providing excepti ...
Headquarters
Coral Gables, FL
Office address
6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143
Business phone
305-222-0977
Website
a•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $138M. Regulatory AUM $210M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$210M as of Mar 20, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Apr 22, 2022 · 4 employeesFact
Client mix (Form ADV 5.D)
Individuals: 103 ($31.2M); Corporations: 4 ($19.6M); Pension plans: 6 ($12.7M); Charitable organizations: 1 ($1.1M); High net worth individuals: 137 ($146M)Fact
Form 13F
$138M across 59 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
2 peopleshow
PersonTitleResponsibilityBusiness contactSource
R••• A•••••• I••••Managing Member and Chief Compliance OfficerLeadershipnone on record
R••• I••••CCOOperations and finance
phone: 305-222-0977 (published by the subject, May 8, 2026)
sec.gov Fact
Office contact points
Business phone: 305-222-0977 (published by the subject) adviserinfo.sec.gov
Office address: 6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143 (published by the subject) sec.gov
W••••••: a•••••••••.com (published by the subject) a•••••••••.com
Investment mandate
show

inferred only: public equity book 138426163.0

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$138M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 59 for the quarter ended Mar 31, 2026; $133M shown of $138M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• T•CORE S&P500 ETF$34.0M52,09424.6%
V•••••• P••••••••• I•VCSHS US LRG CAP$27.9M374,97220.2%
V•••••• P••••••••• I•VCSHS US EQ INCM$27.2M381,24519.7%
I•••••• T•S&P 500 GRWT ETF$7.7M67,8685.5%
V•••••• P••••••••• I•SHARES FREE CASH$5.4M136,1653.9%
V••••••• W•••• F•INF TECH ETF$5.2M7,5063.8%
P•••• F•• T•US LRG CP CASH$4.7M138,4523.4%
P•••• F•• T•US CASH COWS 100$2.6M40,8161.8%
B•••••••• H••••••• I•• D••CL B NEW$1.5M3,1631.1%
V••••••• I•••• F••SML CP GRW ETF$1.4M4,6211.0%
A•••• I••COM$1.2M4,5630.8%
N••••• C•••••••••COM$974,5695,5870.7%
C•••••• C•••••••••COM$944,7064,5660.7%
I•••••• E••••••• T••••• F• T•AEROSPACE DEFN$929,7435,6110.7%
V••••••• B• I•••• F••INTERMED TERM$899,99811,6610.7%
I•••••• T•CORE US AGGBD ET$806,0728,1200.6%
A••••• C•• I••COM$748,9893,5960.5%
S••• G••• T•G••• SHS$634,6761,4750.5%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$574,8418830.4%
T••••••••• S•ACT$571,7196,2840.4%
I•••••• T•CORE DIV GRWTH$507,4037,2300.4%
V••••••• S••••••••• F••••DIV APP ETF$456,3582,1220.3%
N••• E•• T••••NASDAQ 100 HDGD$453,9728,8580.3%
V••••••• W•••••••• F••HIGH DIV YLD$434,8222,9360.3%
E••••••• I••COM$430,1437,9450.3%
S••••• S•SPONSORED ADR$404,8088,4020.3%
P••••• I••COM$378,68713,4860.3%
U• B••••••COM NEW$374,1087,1930.3%
V•••••• C••••••••• I••COM$372,0327,4110.3%
P•• F••• S••• G•••• I••COM$371,2321,7840.3%
B•••••• A•••• T•• P••SPONSORED ADR$370,9926,3450.3%
P•••••••• T•S&P 500 DV ARIST$364,0383,4340.3%
P•••••• I••COM$360,2823,9110.3%
P•••••• I••COM$352,8192,2720.3%
C•• G•••• I••COM$343,7881,1640.2%
F••••••••• C•••COM$337,8016,6680.2%
S••••• S•••••••• T•US DIVIDEND EQ$337,11210,9880.2%
I•••••• E••• T••••• F• T• I•S&P 500 REVENUE$330,0222,8720.2%
I•••••• Q•• T•UNIT SER 1$319,1885530.2%
P••••••• I•••COM$317,8932,4050.2%
Changes between the last two quarters
  • Dec 31, 2025 A••••••• F••••• W•••••• L•• increased V•••••• P••••••••• I• 89,142 -> 113,522 shares ($3,342,844 -> $4,470,522) sec.gov
  • Sep 30, 2025 A••••••• F••••• W•••••• L•• increased P•••• F•• T• 43,933 -> 105,868 shares ($1,542,492 -> $3,843,032) sec.gov
  • Sep 30, 2025 A••••••• F••••• W•••••• L•• increased V•••••• P••••••••• I• 59,498 -> 89,142 shares ($2,103,260 -> $3,342,844) sec.gov
  • Mar 31, 2025 A••••••• F••••• W•••••• L•• increased V•••••• P••••••••• I• 39,806 -> 370,569 shares ($2,491,083 -> $24,316,799) sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discoveredA••••••• F••••• W•••••• L•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
92show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 92 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (R••• A•••••• I•••• (Managing Member and Chief Compliance Officer))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($210,123,792)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1588)
Mandate confidence
no components; scored 0
Identity confidence
+45 c••••••••• (CANDIDATE_FAMILY_OFFICE (registered adviser with a family-named firm (investments, holdings, capital, wealth)))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (6 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-20Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A••••••• Family Wealth | Loyola Family Wealth, LLC | I••••, R••• | A••••••• F••••• W•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A••••••• Family Wealth | Loyola Family Wealth, LLC | I••••, R••• | A••••••• F••••• W•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A••••••• Family Wealth | Loyola Family Wealth, LLC | I••••, R••• | A••••••• F••••• W•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)portfolio_management_individuals,pension_consulting,selection_of_other_advisersMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2022-04-22Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone305-222-0977Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients137Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":103,"raum_usd":31223518,"fewer_than_5":false},"corporations":{"clients":4,"raum_usd":19584486,"fewer_than_5":false},"pension_plans":{"Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
DescriptionEducating and guiding you through life’s many financial decisions Experience personalized wealth planning and care. Our company focuses on providing excepti ...Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
DescriptionEducating and guiding you through life’s many financial decisions Experience personalized wealth planning and care. Our company focuses on providing excepti ...Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
DescriptionEducating and guiding you through life’s many financial decisions Experience personalized wealth planning and care. Our company focuses on providing excepti ...Sep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PX,SC 13GSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees4Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions59Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions55Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions55Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions52Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions46Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions43Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$138MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$132MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$129MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$115MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$109MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$84.6MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCoral Gables, FLMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCoral Gables, FLMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersCoral Gables, FLDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCoral Gables, FLSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCoral Gables, FLJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCoral Gables, FLMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCoral Gables, FLDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address6705 S RED ROAD, SUITE 604, Coral Gables, FL, 33143Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts558Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$146MMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$210MMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Websitea•••••••••.comMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleHome | A••••••• Family WealthSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleHome | A••••••• Family WealthSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleHome | A••••••• Family WealthSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact