Toby Loftin is a registered investment advisor at Bp Capital Fund Advisors, LLC, based in Dallas, TX, with 21 years of industry experience. Toby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 8 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BPCFA's investment management fees are calculated as a percentage of the value of your investments. The fees are determined through negotiation with each client and are set forth in the investment management agreement. Typically, clients pay management fees ranging from 0.50% to 1.25% annually.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Toby is involved in several business activities, including advising on business strategy for a technology company, deal sourcing for energy investments and private equity, capital raising for RIAs, and serving as a contractor for a multifamily company. Toby also serves as a director for the Crohn's and Colitis Foundation.
Employment History
Current Registrations
Bp Capital Fund Advisors, LLC
Previous Registrations
BV Securities, LLCBroker
Honeycomb Digital Investments, LLC
Vigilant Distributors, LLCBroker
Foreside Fund Services, LLCBroker
Edgeline Capital, LLC.Broker
RBC Capital Markets CorporationBroker
RBC Capital Markets CorporationBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Lehman Brothers INC.Broker
Capital Institutional Services, INC.Broker
Hoak Breedlove Wesneski & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.