Cloyd Capital

Overview

Cloyd Capital is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and runs a highly equity-biased strategy: exchange-traded equities are the dominant holding within client accounts. Cloyd Capital is owned and operated as an individual-led LLC and does not position itself as a capital allocator or pension consultant. The adviser is not active on ESG mandates and does not report multistate advisory operations. Given the firm’s size and client base, the investment approach appears tailored and hands-on: relatively concentrated equity exposure, managed discretionary relationships (SMA-style structures are reported), and custody through a modern, digital custodian platform. That setup typically supports low-cost ETF implementation, fractional-share trading and streamlined reporting — useful for modest account sizes and a boutique client roster.

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Public Holdings

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Location & Offices