LOYD FINANCIAL MANAGEMENT INC.

Overview

Loyd Financial Management Inc. is an independent registered investment adviser focused on individual and family clients. The firm operates as a capital allocator, using both its advisory platform and outside managers to build client portfolios. Its core services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers and external managers. Fee arrangements combine a percentage-of-assets model with hourly charges for planning work. Investment activity centers on pooled public funds—mutual funds and similar vehicles—while the firm maintains explicit access to third‑party alternative managers for select allocations. Loyd Financial Management Inc. does not position itself as an active ESG investor and is structured as a single-state adviser. The firm is SEC‑registered as of 2024 and is owned by an individual.

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Investments & Alternatives

Location & Offices