Overview
Assets Under Management: $134 million
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 53
Average Client Assets: $1.8 million
Frequently Asked Questions
LOYD FINANCIAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112236), LOYD FINANCIAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
LOYD FINANCIAL MANAGEMENT INC. is headquartered in CENTENNIAL, CO.
LOYD FINANCIAL MANAGEMENT INC. serves 53 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, LOYD FINANCIAL MANAGEMENT INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LOYD FINANCIAL MANAGEMENT INC. manages $134 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, LOYD FINANCIAL MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.22%
Average Client Assets: $1.8 million
Total Client Accounts: 493
Non-Discretionary Accounts: 493
Regulatory Filings
CRD Number: 112236
Filing ID: 2060880
Last Filing Date: 2026-02-26 14:43:06