Floyd Capital Management
Firm details
- Headquarters
- Texarkana, Texas
- CRD number
- 111576
- Registered since
- August 31, 2001
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79%
- Corporations / Businesses18.97%
- Pension & Profit Sharing Plans1%
- Individuals0.8%
- Charitable Organizations0.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Floyd Capital Management is an independent, sole-proprietorship RIA founded as an SEC-registered adviser in 2001 and owned by an individual principal. The firm provides fee-based portfolio management primarily to individuals, families and small business clients, with some institutional relationships. Its advisory work centers on discretionary portfolio management and it charges clients on a percentage-of-AUM basis. The firm does not identify as an active ESG investor, is not organized as a multi-state or pension consultant adviser, and does not operate as a capital allocator to direct private strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents66%
- Exchange Traded Equities28%
- Public Funds/Mutual Funds6%
Owners & executives
1 of 1Benjamin Floyd
Chief Compliance OfficerCRD 1551383
Contacts
2 of 2
Benjamin LeGrand
Operations ManagerCRD 7857739
Koltlon Johnson
OperationsCRD 7989328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$132M in ETFs
100%
$132M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $132M | 176,101 | 100.00% |
Location
Texarkana, TX
Bowie
Location
Texarkana, TX
Headquartered in Texarkana, TX, in the South of the United States.
- Region
- South
- County
- Bowie
- Address
- 6004 Summerfield Dr
- Time zone
- CT (UTC-6)
- Office locations
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