Principal · BP Capital Fund Advisors, LLC
Toby J. Loftin
CRD 4068375 · Named on Form ADV at one SEC-registered adviser
At a glance
BP Capital Fund Advisors, LLC, an SEC-registered wealth manager with $20 million in regulatory assets, lists Toby J. Loftin on its Form ADV as Principal, a control person.
Firms and roles
- BP Capital Fund Advisors, LLCPrincipalWealth manager · United States · $20M in regulatory assets
AtlasMembers
Toby’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Patrick J. HurleyChief Compliance Officer, BP Capital Fund Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Toby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.