Overview
- Headquarters
- Texarkana, TX
- Total Firm Assets
- $214 million
- Average High-Net-Worth Client Portfolio Size
- $0.8 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: FLOYD CAPITAL MANAGEMENT (2026-01-14) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | and above | 0.75% |
Stated Minimum Annual Fee: $1,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $42,500 | 0.85% |
| $10 million | $80,000 | 0.80% |
| $50 million | $380,000 | 0.76% |
| $100 million | $755,000 | 0.76% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 79.00%
- Number of High-Net-Worth Clients
- 221
- Total Client Accounts
- 308
- Discretionary Accounts
- 262
- Non-Discretionary Accounts
- 46
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 111576
- FLOYD CAPITAL MANAGEMENT (2026-01-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗