SourcingSourcing

GER LOFTIN WEALTH ADVISORS, LLC

C28
CRD 305359·SEC 801-117350·JOHNS CREEK, GA
AUM
$344.5M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GER LOFTIN WEALTH ADVISORS, LLC
CRD
305359
SEC file #
801-117350
EIN
—
DBA names
Loftin Wealth Partners

Economics

AUM
$344.5M
AUM band
$100M-$500M
AUM trajectory
'21'26
$110.4M → $344.5M▲ +212%
Client mix
Individuals Other282
Individuals High Net Worth105

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
2 advisors → 6 advisors▲ +200%
Primary office
JOHNS CREEK GA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/gerloftin-wealth-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOFTIN, JAMES, D
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LOFTIN, JAMES, D
SCHEFFLER, CINDY, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4207
Soi Zip Pct 200k Plus
0.2158
Soi Zip Returns 200k Plus
5,170
Soi Zip Total AGI
4,336,250
Fdic Zip Total Deposits
46,605,526,000
Fdic Zip Branch Count
549
Fdic Zip Top Banks
Bank of America, National Association
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial7
E*trade4
Fdic Zip Branches Raw
First Union National BankDuluth, GA
Atlantic States BankDuluth, GA
Fdic Zip HHI
682.5
Fdic Zip Top Bank Share Pct
14.66
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI64,125
Returns5,470
Stub 2
AGI131,490
Returns3,580
Stub 3
AGI171,775
Returns2,770
Soi Zip Total Business Income
106,575
Soi Zip Total Cap Gains
476,447
Soi Zip Total Dividends
117,622
Soi Zip Total Returns
23,960
Top Owner CRD
4059549
Trust Company Affiliate
No

People (7)

7
LOFTIN, JAMES, D
IAR · Direct Owner · 87.5%
4059549
SCHEFFLER, CINDY, MARIE
Executive Officer · 2.5%
5250713
DAVID AUSTIN HARVEY
IAR
7249524
CONNOR PATRICK WILKINS
IAR
7986886
GEORGE EDWIN RALL
IAR
1170826
DEREK LANCE RACKLEY
IAR
5783234
JOSHUA CHARLES STUDEBAKER
IAR
7554770