# GER LOFTIN WEALTH ADVISORS, LLC

GER LOFTIN WEALTH ADVISORS, LLC of JOHNS CREEK, GA is an SEC-registered investment adviser.

## Registration

- CRD: 305359
- Type: SEC-registered investment adviser
- SEC file number: 801-117350
- Location: 6470 E JOHNS CROSSING, SUITE 230, JOHNS CREEK, GA, 30097
- Phone: (888) 556-3846
- Latest filing: 2026-06-29
- Regulatory AUM: $344.5M
- Discretionary AUM: $344.5M
- Clients: 6
- Accounts: 1,466

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James D Loftin | MANAGING MEMBER / CCO; PARTNER / CCO | — |
| LOFTIN JAMES D | MANAGING PRINCIPAL / CCO; PARTNER / CCO | — |
| RALL GEORGE EDWIN | MANAGING MEMBER | — |
| Cindy Marie Scheffler | COO; CSA | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305359/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305359/similar
- Related entities: https://search.stillhousedata.com/firm/305359/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305359

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.