F
$213.5M Total AUM
$198.9M Disc. AUM
-1.3% 3Y CAGR
4 Employees
308 ADV. Clients
40 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-1986
- Office Locations
- 1
Office Locations
6004 Summerfield DR, STE A Texarkana TX
About Floyd Capital Management
Floyd Capital Management is a Texarkana-based RIA. The firm has been operating for 40 years. Managing $213.5M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$53.4M AVG AUM / ADVISOR
$693.2K AVG AUM / CLIENT
14.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
0 RIA Reps
40yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BENJAMIN JOSEPH FLOYD
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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K
Koltlon Johnson
--
- CRD
- #7989328
Available
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B
Benjamin Jacob LeGrand
--
- CRD
- #7857739
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,905,397 | $759,181 |
| Non-Discretionary | $14,612,774 | $317,669 |
| Total | $213,518,171 | $693,241 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
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| Cash | Available | Available |
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13F Holdings | Q2 2026
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| Available | Available | Available | Available | Available | Available |
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