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THE LLOYD ADVISORY GROUP
LLOYD ADVISORY SERVICES, LLC
CRD 150582 · SEC 801-117056
3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA, 30024, United States
Phone
770-932-0387
Fax
770-932-0351
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$437.6M
Discretionary AUM
$437.6M
Team
13 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1142 | $307.5M |
| High net worth individuals | 60 | $118.8M |
| Pension/profit sharing plans | 60 | $11.0M |
States served
AL, GA, LA, NE, NC, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD