Court Loomis is a registered investment advisor at The Baker Group, LP, based in Oklahoma City, OK, with 5 years of industry experience. Court operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20.0M - $30.0M | 0.00% |
| $30.0M - $40.0M | 0.00% |
| $40.0M - $50.0M | 0.00% |
| $50M+ | 0.00% |
Fees are negotiable for amounts over $50,000,000
Fee Estimator
Location
1601 NW Expressway, 21st Floor, Oklahoma City, OK, 73118-1426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Court is 100% owner of Alinea Energy, LLC (oil & gas royalty investments), CEL IV, LLC (real estate & restaurant investments), and Loomis Acquisitions, LLC (oil & gas working interests investments). These activities take about 10-20% of Court's time.
Employment History
Current Registrations
The Baker Group, LP
The Baker Group, LPBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.