C.R. LLOYD INVESTMENT SERVICES, LLC

Overview

C.R. Lloyd Investment Services, LLC is organized as a limited liability company and is recorded as SEC-registered in 2025. The FINTRX entry identifies ownership as a combination of a domestic entity and an individual and does not place the firm into a standard classification bucket. The record flags the firm as not acting as a capital allocator and notes it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Public disclosures in the source are sparse: fields for client base, fee structure, business activities, and advisory services are not populated. That limited profile suggests either the firm is in early reporting stages or has chosen not to disclose typical operational details to the data provider.

Assets & Accounts

Location & Offices