The Lloyd Advisory Group
The Lloyd Advisory Group is an SEC-registered mass-market adviser in Suwanee, GA with $437.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns The Lloyd Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150582, SEC 801-117056, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $437.6M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Suwanee, GA
- Employees
- 13
- Clients
- 1,262
- CRD
- 150582
- Ownership
- MORRIS, JAMES, BLAKE; Dowell, Alisha, Perdue; MASON, DENNIS, RICHARD; THE LLOYD GROUP, INC.; JONES, ANDREW, BURTON
How much AUM does The Lloyd Advisory Group have?
The Lloyd Advisory Group reported $437.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns The Lloyd Advisory Group?
Disclosed owners and executives of The Lloyd Advisory Group include MORRIS, JAMES, BLAKE, Dowell, Alisha, Perdue, MASON, DENNIS, RICHARD, THE LLOYD GROUP, INC., JONES, ANDREW, BURTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.