James Randolph Loving
Investment adviser representative at Aprio Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Aprio Advisory GroupOct 2025 to now
- Aprio Wealth Management, LLCOct 2025 to now
- A Montag & Associates, Inc.Jun 2015 to Oct 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Aprio Wealth Management, LLC
$4.2BAssets managed
1,699Clients
37Advisers
22 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
- 6520652
- Firm CRD
- 127333