Skip to content

Toby Joe Loftin

Investment adviser representative at Bp Capital Fund Advisors, LLC
16 yearsExperience
1 stateRegistered in
$20MFirm assets
13 yearsFirm in business

Are you Toby Joe Loftin? Claim your profile

Contact this firm

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Tenoaks Energy Advisors, LLCMar 2026 to now
  2. Bp Capital Fund Advisors, LLCOct 2024 to now
  3. Bv SecuritiesSep 2024 to Dec 2025
  4. Honeycomb Digital Investments, LLCDec 2021 to Aug 2024
  5. Vigilant Distributors, LLCSep 2021 to Sep 2024
  6. Foreside Fund Services, LLCJan 2014 to Sep 2021
  7. Bp Capital ManagmentApr 2010 to Sep 2024

Exams passed

  • Series 66 · Uniform Combined State Law1999
  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (TX).

Bp Capital Fund Advisors, LLC

$20MAssets managed
0Clients
1Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4068375
Firm CRD
168476
Advisor's SEC record (opens in a new tab)
Contact this firm