Loam Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Loam Advisory LLC is a fee‑only, single‑advisor registered investment adviser that provides investment management and both ongoing and project‑based financial planning to individuals and high‑net‑worth individuals. Services include discretionary and non‑discretionary portfolio management, written financial plans, and referrals to third‑party professionals as requested by clients.
The firm combines fundamental and cyclical analysis with Modern Portfolio Theory, using a mix of passive and active funds and, when requested, socially responsible (ESG‑aware) investments; portfolios are constructed around asset allocation targets and monitored with periodic rebalancing. Client engagements include quarterly check‑ins, personalized planning updates, and the ability to impose reasonable written investment restrictions, and the firm operates through an institutional digital custodial platform rather than aggregating or block‑trading client orders.
Loam is an unusually small and recently formed solo practice: the brochure reports one client and no assets under management as of the stated date, and the firm does not serve individual (non‑high‑net‑worth) retail clients, indicating a focus on wealthier individuals. The principal’s background includes an MBA and prior corporate experience in the media sector, and the firm discloses a $400,000 account threshold (waivable on a case‑by‑case basis), characteristics that differentiate its client focus and operating model from many peers.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Executive
Founder/Business Owner
Fee options
Project-Based Financial Planning fees range from $1,000 to $10,000 fixed fee
$0 - $400,000: $4,000 flat annual fee $400,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Ongoing Financial Planning fees range from $1,000 to $10,000 quarterly fixed fee
Account minimum: $400,000 Minimum fee: Minimum annual fee of $4,000 for Investment Management Services Fee-only: Investment Management and Financial Planning fees are fee-only, no commissions
Main office location
Loam Advisory
Los Angeles CA, United States
Number of offices
1
Most active in
Loam Advisory has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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