Wealth Manager
    SEC Registered

    Loc Investment Advisers

    Registered investment advisor · Hurricane, West Virginia · CRD #105708

    Assets Under Management
    $771M
    Client Accounts
    2,204
    Employees
    12
    CRD Number
    105708
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Loc Investment Advisers

    LOC Investment Advisers provides investment advisory, management, and risk management services with a focus on wealth management and financial planning. They offer portfolio management and retirement planning solutions. The firm has a long history and an experienced team.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Loc Investment Advisers

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Loc Investment Advisers's AUM?

    Loc Investment Advisers reports approximately $771M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Loc Investment Advisers headquartered?

    Loc Investment Advisers is headquartered in Hurricane, West Virginia.

    What is Loc Investment Advisers's CRD number?

    Loc Investment Advisers's CRD number is 105708. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Loc Investment Advisers manage?

    Loc Investment Advisers manages approximately 2,204 client accounts according to its latest SEC filing.

    Is Loc Investment Advisers SEC registered?

    Yes, Loc Investment Advisers is registered with the SEC as an investment adviser.

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