Advisor at Aprio Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aprio Wealth Management, LLC
Location
Atlanta, GA 30319
Credentials
CFA®
Industry experience
10 years
James Loving is a CFA® charterholder with 10 years of industry experience. He is currently with Aprio Wealth Management, LLC and Aprio Advisory Group, having previously worked at A. Montag & Associates, Inc. for a decade. Aprio Wealth Management serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and business entities, offering customized portfolio management and financial planning services. The firm manages approximately $2.64 billion through a multi-advisor team and provides access to private investments and sub-advisory arrangements.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
2002 Summit Boulevard, Suite 120
Atlanta, GA 30319
Texas
Aprio Advisory Group
2025 - Present (1 year)
Aprio Wealth Management, LLC
2025 - Present (1 year)
A. Montag & Associates, Inc.
2015 - 2025 (10 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Other specialized services
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Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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