Floyd Financial Group LLC
Floyd Financial Group LLC is an SEC-registered mass-market adviser in Springfield, MO with $164.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Floyd Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226773, SEC 801-129942, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $164.5M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Springfield, MO
- Employees
- 5
- Clients
- 689
- CRD
- 226773
- Ownership
- Floyd, Jacob, Randal
How much AUM does Floyd Financial Group LLC have?
Floyd Financial Group LLC reported $164.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Floyd Financial Group LLC?
Disclosed owners and executives of Floyd Financial Group LLC include Floyd, Jacob, Randal. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.