Overview
Assets Under Management: $438 million
Headquarters: SUWANEE, GA
High-Net-Worth Clients: 60
Average Client Assets: $2.0 million
Frequently Asked Questions
THE LLOYD ADVISORY GROUP 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 #150582), THE LLOYD ADVISORY GROUP is subject to fiduciary duty under federal law.
THE LLOYD ADVISORY GROUP is headquartered in SUWANEE, GA.
THE LLOYD ADVISORY GROUP serves 60 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, THE LLOYD ADVISORY GROUP offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
THE LLOYD ADVISORY GROUP manages $438 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, THE LLOYD ADVISORY GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.15%
Average Client Assets: $2.0 million
Total Client Accounts: 2,779
Discretionary Accounts: 2,779
Regulatory Filings
CRD Number: 150582
Filing ID: 2070658
Last Filing Date: 2026-03-25 15:09:24