Active
LOC INVESTMENT ADVISERS
Investment Advice|HURRICANE, WV
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$771M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 771.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105708 |
| SEC Number | 801-16856 |
| Street Address | 3981 TEAYS VALLEY RD |
| Location | HURRICANE, WV 25526-9080 |
| Country | United States |
| Phone | 304-757-8131 |
| Fax | 304-757-8333 |
| Total Employees | 12 |
Client Count by Type (865 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 589 |
| High Net Worth Individual… | 251 |
| Pension/Profit Sharing Pl… | 19 |
| Charitable Organizations | 5 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF HURRICANE
COUNTY OF PUTNAM
PUTNAM PSD
TEAYS VALLEY VOLUNTEER FIRE DEPARTMENT, INC.
TOWN OF BANCROFT
TOWN OF BUFFALO
TOWN OF ELEANOR
TOWN OF POCA
TOWN OF WINFIELD
CITY OF HURRICANE
COUNTY OF PUTNAM
PUTNAM PSD
TEAYS VALLEY VOLUNTEER FIRE DEPARTMENT, INC.
TOWN OF BANCROFT
TOWN OF BUFFALO
TOWN OF ELEANOR
TOWN OF POCA
TOWN OF WINFIELD
CITY OF HURRICANE
COUNTY OF PUTNAM
PUTNAM PSD
TEAYS VALLEY VOLUNTEER FIRE DEPARTMENT, INC.
TOWN OF BANCROFT
TOWN OF BUFFALO
TOWN OF ELEANOR
TOWN OF POCA
TOWN OF WINFIELD
Municipal Government
9 Active
9
Organizations
PUTNAM COUNTY COMMISSION
PUTNAM COUNTY SOLID WASTE AUTHORITY
PUTNAM PUBLIC SERVICE DISTRICT
PUTNAM COUNTY COMMISSION
PUTNAM COUNTY SOLID WASTE AUTHORITY
PUTNAM PUBLIC SERVICE DISTRICT
PUTNAM COUNTY COMMISSION
PUTNAM COUNTY SOLID WASTE AUTHORITY
PUTNAM PUBLIC SERVICE DISTRICT
Special District
3 Active
3
Organizations
PUTNAM CO SCH DIST
PUTNAM CO SCH DIST
PUTNAM CO SCH DIST
School District
1 Active
1
Organizations
27 ELKVIEW
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
AIR & WASTE MANAGEMENT ASSOCIATION WEST VIRGINIA CHAPTER INCORPORATED
ALPHA KAPPA PSI FRATERNITY
AMELIA COBB LOVE MEMORIAL SCHOLARSHIP FOUNDATION INC
AMERICAN ACADEMY OF FAMILY PHYSICAN
27 ELKVIEW
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
AIR & WASTE MANAGEMENT ASSOCIATION WEST VIRGINIA CHAPTER INCORPORATED
ALPHA KAPPA PSI FRATERNITY
AMELIA COBB LOVE MEMORIAL SCHOLARSHIP FOUNDATION INC
AMERICAN ACADEMY OF FAMILY PHYSICAN
27 ELKVIEW
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
AIR & WASTE MANAGEMENT ASSOCIATION WEST VIRGINIA CHAPTER INCORPORATED
ALPHA KAPPA PSI FRATERNITY
AMELIA COBB LOVE MEMORIAL SCHOLARSHIP FOUNDATION INC
AMERICAN ACADEMY OF FAMILY PHYSICAN
Nonprofit Organization
268 Active
268
Organizations
Community Partners63 organizations
CITY OF HURRICANE
Municipal Government·HURRICANE
PUTNAM PSD
Municipal Government·SCOTT DEPOT
TEAYS VALLEY VOLUNTEER FIRE DEPARTMENT, INC.
Municipal Government·SCOTT DEPOT
TOWN OF BANCROFT
Municipal Government·BANCROFT
TOWN OF BUFFALO
Municipal Government·BUFFALO
TOWN OF ELEANOR
Municipal Government·ELEANOR
TOWN OF POCA
Municipal Government·POCA
PUTNAM COUNTY COMMISSION
Special District·WINFIELD
27 ELKVIEW
Nonprofit Organization·Winfield
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winfield
AIR & WASTE MANAGEMENT ASSOCIATION WEST VIRGINIA CHAPTER INCORPORATED
Nonprofit Organization·Scott Depot
ALPHA KAPPA PSI FRATERNITY
Nonprofit Organization·Hurricane
AMELIA COBB LOVE MEMORIAL SCHOLARSHIP FOUNDATION INC
Nonprofit Organization·Winfield
AMERICAN ACADEMY OF FAMILY PHYSICAN
Nonprofit Organization·HURRICANE
AMERICAN LEGION POST 187
Nonprofit Organization·Winfield
AMERICAN SOCIETY OF HEATING REFRIGERATING & A-C ENGINEERS
Nonprofit Organization·Scott Depot
ANCIENT FREE & ACCEPTED MASONS OF WEST VIRGINIA
Nonprofit Organization·BUFFALO
ANCIENT FREE & ACCEPTED MASONS OF WEST VIRGINIA
Nonprofit Organization·HURRICANE
ANSWER MINISTRIES
Nonprofit Organization·Hurricane
ARTS IN ACTION INC
Nonprofit Organization·HURRICANE
ASBESTOS WORKERS LOCAL 80
Nonprofit Organization·WINFIELD
ASSOCIATION OF THE NATIONAL CAMPERS & HIKERS ASSOCIATION INC
Nonprofit Organization·Scott Depot
BACKPACKBUDDYORG INC
Nonprofit Organization·WINFIELD
BAMBOO BRIDGE INC
Nonprofit Organization·WINFIELD
BANCROFT COMMUNITY VOLUNTEER FIRE DEPARTMENT, INC
Nonprofit Organization·BANCROFT
BANCROFT VOLUNTEER FIRE DEPARTMENT
Nonprofit Organization·BANCROFT
BELLE WORKS EMPLOYEES ACTIVITIES ASSOCIATION
Nonprofit Organization·Hurricane
BISON BASEBALL BOOSTERS
Nonprofit Organization·Eleanor
BKMC 27
Nonprofit Organization·scott depot
BLET DIVISION 714 C/O SCOTT A WILLIAMS
Nonprofit Organization·HURRICANE
Brothers In Blue River Valley Chapt
Nonprofit Organization·Hurricane
BUFFALO BASEBALL BOOSTERS CLUB
Nonprofit Organization·BUFFALO
BUFFALO HIGH SCHOOL BAND BOOSTERS CLUB
Nonprofit Organization·Buffalo
BUFFALO HIGH SCHOOL MUSIC BOOSTERS
Nonprofit Organization·Eleanor
BUFFALO HISTORICAL SOCIETY INC
Nonprofit Organization·Buffalo
BUFFALO OCTOBERFEST
Nonprofit Organization·Buffalo
BUFFALO SPORTSMAN CLUB
Nonprofit Organization·ELEANOR
BUFFALO YOUTH FOOTBALL LEAGUE INC
Nonprofit Organization·ELEANOR
BYBL
Nonprofit Organization·ELEANOR
CALVARY BAPTIST CHURCH OF HURRICANE
Nonprofit Organization·HURRICANE
CAMC TEAYS VALLEY HOSPITAL AUXILIARY INC
Nonprofit Organization·Hurricane
CENTER FOR RURAL HEALTH DEVELOPMENT INC
Nonprofit Organization·HURRICANE
CHARLIE BLIZZARD FOUNDATION INC
Nonprofit Organization·Winfield
Chase Park Association Inc
Nonprofit Organization·Hurricane