Isabella Francis Loughlin
Investment adviser representative at Captrust
10 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Isabella Francis Loughlin? 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 assetsHourlyFixed or flat feePerformance-based
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
10 years in the industry.
- CaptrustOct 2025 to now
- Capfinancial Partners, LLC. (captrust)Sep 2025 to now
- Cobblestone Capital Advisors LLCJan 2024 to Sep 2025
- Courier Capital LLCMay 2023 to Jan 2024
- LPL Financial LLCDec 2019 to May 2023
- Five Star BankNov 2019 to Jan 2024
- Hnp Capital, LLCNov 2019 to May 2023
- Bank of America, N.A.Nov 2018 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Nov 2019
- Midtown Athletic ClubSep 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7035509
- Firm CRD
- 175112