FLOYD GREEN FINANCIAL SERVICES, INC.

Overview

Floyd Green Financial Services, Inc. is an independent registered investment adviser operating at a very small scale and focused on serving individual and family clients. The firm combines accounting-related business activity with fee-based advisory services, offering financial planning and portfolio management for individuals, small businesses and business or institutional clients. Its fee model is flexible—combining percentage-of-AUM, hourly and fixed-fee arrangements—which supports concierge-style work for a limited client base rather than a volume-driven model. Investment positioning highlights a conservative bias in practice: most of the firm’s assets are held in cash and cash equivalents, and the firm reports discretionary management capacity tied to a single client relationship. The adviser reports no active ESG program and is not positioned as a multi-state or pension consultant adviser. Given the firm’s owner-type and independent classification, emphasis appears to be on personalized planning and execution rather than on large-scale capital allocation or institutional mandates.

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Location & Offices