$347.0K Total AUM
$347.0K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2025
- Office Locations
- 1
Office Locations
-- Louisville KY
About Cloyd Capital
Cloyd Capital is an independent, Kentucky-registered RIA providing fee-only financial planning and portfolio management for individuals at all life stages, with no asset minimums. The firm emphasizes transparent, tiered flat fees (no commissions) designed to keep more client assets invested as portfolios grow. Uses an Altruist client portal and primarily implements portfolios with ETFs and high-quality bonds.
Team overview
-- AVG AGE
$347.0K AVG AUM / ADVISOR
$38.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Conner Ellis Cloyd
Chief Executive Officer, Owner
- CRD
- #8127299
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $346,962 | -- |
| Non-Discretionary | $0 | -- |
| Total | $346,962 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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