Loyd Financial Management Inc.
Loyd Financial Management Inc. is an SEC-registered mass-market adviser in Centennial, CO with $133.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Loyd Financial Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112236, SEC 801-129710, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $133.5M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Centennial, CO
- Employees
- 2
- Clients
- 149
- CRD
- 112236
- Ownership
- LOYD, DONALD, PHILLIP
How much AUM does Loyd Financial Management Inc. have?
Loyd Financial Management Inc. reported $133.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Loyd Financial Management Inc.?
Disclosed owners and executives of Loyd Financial Management Inc. include LOYD, DONALD, PHILLIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.