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    Kelly Loeffler

    Kelly Loeffler

    Administrator of the Small Business Administration

    Supports small businesses with loans, grants, and advocacy

    Assets

    $752.1M

    Liabilities

    $45.6M

    Assets by Category

    Stock

    14 assets

    Total Value$265.4M
    Total Income$15.6M

    Mutual Fund

    49 assets

    Total Value$162.0M
    Total Income$5.6M

    ETF

    122 assets

    Total Value$131.0M
    Total Income$2.0M

    Business Entity

    33 assets

    Total Value$89.6M
    Total Income$6.9M

    Real Estate

    32 assets

    Total Value$51.0M
    Total Income$648K

    Bank Account

    30 assets

    Total Value$24.6M
    Total Income$672K

    Municipal Bond

    15 assets

    Total Value$18.6M
    Total Income$3.2M

    Retirement Account

    14 assets

    Total Value$6.4M

    Private Equity/Venture Capital

    3 assets

    Total Value$3.3M
    Total Income$75K

    Education Savings Plan

    5 assets

    Total Value$323K
    Total Income$43K

    Other

    7 assets

    Total Value$175K
    Total Income$250

    Compensation Sources (2)

    PSQ Holdings, Inc.

    Services as Board Member • West Palm Beach, Florida

    N/A

    Red Sky Holdings, LLC.

    Founder/Director • Atlanta, Georgia

    N/A

    Positions Held (14)

    Co-Chair

    Trump Vance Inaugural Committee, Inc.

    West Palm Beach, Florida • 2024-11-01 - Present

    Board Member

    Lawfare Defense Fund, Inc.

    Ft. Lauderdale, Florida • 2024-07-01 - Present

    Board Member

    Shepherd Center

    Atlanta, Georgia • 2024-06-01 - Present

    Co-Trustee

    Descante Estate Revocable Trust

    Atlanta, Georgia • 2024-05-01 - Present

    Founder & President

    RG23, Inc.

    Atlanta, Georgia • 2023-09-01 - Present

    Board Member

    PSQ Holdings, Inc.

    West Palm Beach, Florida • 2023-07-01 - Present

    Board Member

    University System of Georgia Foundation

    Athens, Georgia • 2023-07-01 - Present

    Founder/Director

    Red Sky Holdings, LLC

    Atlanta, Georgia • 2022-03-01 - Present

    Board Member

    Holy Spirit Preparatory School

    Atlanta, Georgia • 2022-01-01 - Present

    Chairwoman

    Greater Georgia Action, Inc.

    Atlanta, Georgia • 2021-02-01 - Present

    Co-Trustee

    Loeffler Farms Trust

    Bloomington, Illinois • 2019-09-01 - Present

    Trustee

    Kelly L. Loeffler Revocable Living Trust

    Atlanta, Georgia • 2019-05-01 - Present

    Co-Manager

    Descante Capital, LLC

    Atlanta, Georgia • 2018-03-01 - Present

    Trustee

    The Loeffler Family Trust

    Atlanta, Georgia • 2012-12-01 - Present

    Liabilities (7)

    BMCC X - Real Estate Fund

    Capital Commitment

    $15.0M

    Morgan Stanley Private Bank, NA #2

    Exercised Line of Credit • 5.46004

    $15.0M

    Morgan Stanley Private Bank, NA

    Exercised Line of Credit • 5.46004

    $15.0M

    4612-SG Holdco LP

    Capital Commitment

    $375K

    PE Fund: Braemont Partners I LP

    Capital Commitment

    $175K

    VALOR VENTURES v1 LP

    Capital Commitment

    $33K

    GRA Venture

    Capital Commitment

    $13K

    Transactions (4)

    Intercontinental Exchange, Inc. (ICE) #3 - 10b5-1 plan

    Sale • 2025-08-12

    $15.0M

    Intercontinental Exchange, Inc. (ICE) #4 - 10b5-1 plan

    Sale • 2025-08-12

    $37.5M

    Intercontinental Exchange, Inc. (ICE) - 10b5-1 plan

    Sale • 2025-06-04

    $37.5M

    Intercontinental Exchange, Inc. (ICE) #2 - 10b5-1 plan

    Sale • 2025-06-04

    $15.0M