L&
Loveland & Bastian Financial Services Group, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 135255
· Mt. Pleasant, SC
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ADV data as of Jul 05, 2026
- Regulatory AUM
- $84.0M
- Discretionary
- $0
- Clients
- 170
- Avg AUM / client
- $494K
- Accounts
- 170
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 153 | $64.0M | 76.2% |
| High net worth individuals | 17 | $20.0M | 23.8% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alan K. Bastian | Registered representative | May 2005 (21y) | ||
| David Gray Loveland | Registered representative | May 2005 (21y) | ||
| William Alan Bastian | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/05/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 05, 2026.
View current Form ADV (SEC/IAPD) ↗