Ger Loftin Wealth Advisors, Llc
- Regulatory AUM
- $344M
- Discretionary
- $344M
- Clients
- 387
- Avg AUM / client
- $890K
- Accounts
- 1,466
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 282 | $77.5M | 22.5% |
| High net worth individuals | 105 | $265M | 77.0% |
| Charitable organizations | Fewer than 5 clients | $1.6M | 0.47% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James D Loftin | Partner / Cco | CFP | May 2010 (16y) | 75% or more |
| George Edwin Rall | Registered representative | Mar 2020 (6y) | ||
| David Austin Harvey | Registered representative | Sep 2020 (6y) | ||
| Connor Patrick Wilkins | Registered representative | Oct 2024 (2y) | ||
| Derek Lance Rackley | Registered representative | Nov 2024 (2y) | ||
| Joshua Charles Studebaker | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/29/2026 | 1.03 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $341M (99% of AUM) Jun 2026
- TD Ameritrade $204M (100% of AUM) Aug 2023
- American Funds/Cb&T $14.1M (8% of AUM) Sep 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗