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LOYOLA ASSET MANAGEMENT LLC
CRD 153255File 801-78216
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$239.9M
Below cohort median (national)
Discretionary AUM
$63.9M
Non-discretionary $176.0M
Clients
57
63 accounts
Employees
5
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 19, 2013
- Principal office
- 2990 PONCE DE LEON BLVD, SUITE 202, CORAL GABLES, FL, 33134
- Phone
- 305-377-1941
- Website
- HTTP://WWW.LOYOLA-ASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $239.9M
- Discretionary AUM
- $63.9M
- Non-discretionary AUM
- $176.0M
- Discretionary accounts
- 50
- Non-discretionary accounts
- 13
- Total accounts
- 63
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $202.7M |
| High net worth individuals | 14 | $14.9M |
| Pooled investment vehicles | 1 | $20.9M |
| Individuals (other than high net worth individuals) | 20 | $1.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Clients | 52 | 57 | increased by5 |
| Apr 1, 2026 | AUM | $263,343,132 | $239,900,141 | decreased by$23,442,991 |
| Apr 1, 2026 | Accounts | 61 | 63 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 79 | 52 | decreased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $200,237,054 | $263,343,132 | increased by$63,106,078 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 92 | 61 | decreased by31 |
| Apr 1, 2022 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2022 | Clients | 67 | 79 | increased by12 |
| Apr 1, 2022 | AUM | $198,393,196 | $200,237,054 | increased by$1,843,858 |
| Apr 1, 2022 | Accounts | 75 | 92 | increased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LOYOLA ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOYOLA ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.