Loveland & Bastian Financial Services Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Loveland & Bastian provides tailored investment advisory services to individual and corporate clients, offering portfolio management and ongoing quarterly reviews while custody and trade execution are handled by Charles Schwab. The firm charges an annual asset‑management fee billed in quarterly installments and passes through trading costs to clients.
The advisers use a mix of fundamental and technical analysis and may employ options strategies and stop‑loss orders as part of portfolio construction. They generally operate on a non‑discretionary basis: investments are selected within client‑defined objectives, but the firm does not control broker/dealer selection or commission rates.
Compared with peers, the firm is notable for chiefly managing non‑discretionary assets — an arrangement that is uncommon among supported firms — and for permitting performance‑based fee agreements in select situations. With three advisors overseeing about $84 million for roughly 170 clients, the firm typically handles small shareholdings and generally does not vote client proxies.
Client services
Expertise
Fee options
Annual asset management fee billed in advance quarterly; specific percentage not stated
Available in special situations by agreement with a partner; specific rates not stated
Main office
220 Church Street, Suite 101
Mt. Pleasant SC 29464
Advisors at this office
3
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David L
Series 63, Series 65
Mt. Pleasant, SC
Loveland & Bastian Financial Services Group, LLC
David Loveland is a financial advisor with Loveland & Bastian Financial Services Group, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with the firm since 2005. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets. The firm emphasizes non-discretionary client relationships, combining fundamental and technical analysis with options strategies and stop-loss orders as part of its risk management.
Alan B
Series 63, Series 65
Mt. Pleasant, SC
Loveland & Bastian Financial Services Group, LLC
Alan Bastian is a financial advisor with Loveland & Bastian Financial Services Group, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over two decades at his current firm. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets across 155 accounts. The firm primarily serves high-net-worth and other individual clients, using a combination of fundamental and technical analysis, with a focus on non-discretionary client relationships.
William B
Series 66
Mt. Pleasant, SC
Loveland & Bastian Financial Services Group, LLC
William Bastian is a financial advisor at Loveland & Bastian Financial Services Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Banks Construction, United Rentals, The Citadel, and Bishop England High School. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets. The firm uses a combination of fundamental and technical analysis in portfolio construction and primarily manages non-discretionary accounts where clients retain trade execution authority.
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