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FLOYD FINANCIAL GROUP LLC
CRD 226773 · SEC 801-129942
1304 W BATTLEFIELD RD, SPRINGFIELD, MO, 65807, United States
Phone
417-889-7233
Fax
417-889-7237
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.5M
Discretionary AUM
$164.5M
Team
5 total employees; 2 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 670 | $140.8M |
| High net worth individuals | 16 | $23.2M |
| Corporations/business entities | 3 | $475K |
States served
MO, TX
All web addresses on file
Official SEC filing: View on IAPD