AdvisorOS Directory
Claim Profile
TL

Toby Joe Loftin

BP CAPITAL FUND ADVISORS, LLC·DALLAS, Texas
Unclaimed Profile
1722 ROUTH STREET, DALLAS, TX 75201CRD# 4068375Firm CRD# 168476
01

About

Toby Joe Loftin is a registered financial advisor based in DALLAS, Texas, affiliated with BP CAPITAL FUND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BP CAPITAL FUND ADVISORS, LLC
BP CAPITAL FUND ADVISORS, LLC
AUM
$15M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BP CAPITAL FUND ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4068375
Firm CRD# 168476
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Toby Joe Loftin offer?
Toby Joe Loftin specializes in Investment Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are Toby Joe Loftin's credentials?
Toby Joe Loftin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Toby Joe Loftin located?
Toby Joe Loftin is based in DALLAS, Texas, working with BP CAPITAL FUND ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Toby Joe Loftin charge for services?
Toby Joe Loftin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BP CAPITAL FUND ADVISORS, LLC?
BP CAPITAL FUND ADVISORS, LLC has approximately 2 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BP CAPITAL FUND ADVISORS, LLC

Charlie Anderson
DALLAS, TX
John C Compton
DALLAS, TX
Louis John Schaufele
DALLAS, TX
Patrick Joel Hurley
DALLAS, TX
Thomas Boone Pickens
DALLAS, TX

More Advisors in DALLAS, Texas

Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX
Jeffrey James Groves
INTEGRATED ADVISORS NETWORK LLC·DALLAS, TX
John Armstrong Henry (iii)
TRIGATE MANAGEMENT LLC·DALLAS, TX
Mitchell Ralph Julis
CANYON CLO ADVISORS LP·DALLAS, TX
Salvatore Julio Olimpio
OLIMPIO NEU & ASSOCIATES, INC.·DALLAS, TX
Beth Cari Friedman
CANYON CLO ADVISORS LP·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile