The Lloyd Advisory Group
Firm details
- Headquarters
- Suwanee, Georgia
- CRD number
- 150582
- Registered since
- July 26, 2019
- Website
- thelloydgroupinc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals70.27%
- HNWI27.15%
- Pension & Profit Sharing Plans2.52%
- Corporations / Businesses0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Lloyd Advisory Group is an independent registered investment adviser operating as an LLC. It is SEC-registered (registration recorded in 2019) and bills clients on a percentage-of-assets-under-management basis. The firm serves both individual and family clients as well as institutional and business accounts, offering portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and selection of other advisers. The Lloyd Advisory Group describes itself as a capital allocator that places client capital with external managers; it does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities27%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 434Active vs passive
$279M in ETFs
20%
$56.4M
39%
$223M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) | Active | Options Trading | $25M | 702,388 | 8.95% |
Location
Suwanee, GA
Gwinnett
Location
Suwanee, GA
Headquartered in Suwanee, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Gwinnett
- Address
- 3575 Lawrenceville Suwanee Rd
- Time zone
- ET (UTC-5)
- Office locations
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