Loop Investment Advisors Llc
- Regulatory AUM
- $788K
- Discretionary
- $788K
- Clients
- 1
- Avg AUM / client
- $788K
- Accounts
- 1
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Insurance companies | 1 | $788K | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edmund Joseph Sweeney | Chief Compliance Officer | Jun 2018 (8y) | ≈ 18.75% – 50% via Rcm Group Investments Llc | |
| Schwartz, Robert | Member | Jun 2018 (8y) | ≈ 18.75% – 50% via Rcm Group Investments Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rcm Group Investments Llc | Member | Jun 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Edmund Joseph Sweeney: 25% – 50% of Rcm Group Investments Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Schwartz, Robert: 25% – 50% of Rcm Group Investments Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 02/17/2026 | 1.05 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Inspira Financial $788K (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗