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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- PioneerHorizon +more
- Established Date
- 08-28-2015
- Office Locations
- 1
Office Locations
About Floyd Financial Group LLC
Floyd Financial Group is a Springfield, MO wealth management and financial planning firm serving individuals from early savings through retirement transitions. The team provides personalized planning and investment management with emphasis on long-term care planning, risk management, and tax-aware strategies, and portfolios that heavily utilize ETFs alongside fixed income. Principals Randy and Jake Floyd also host a weekly Saturday show on KSGF discussing the economy and retirement planning.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jacob Randal Floyd
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7255807
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RANDY LEON FLOYD
Investment Advisor
- CRD
- #4951554
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,475,000 | $238,716 |
| Non-Discretionary | $0 | -- |
| Total | $164,475,000 | $238,716 |
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Separately Managed Accounts
Total SMA Asset: $164,475,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $173,890,722 | 35.9% |
| Corporate - Investment Grade | $107,531,310 | 22.2% |
| U.S. Government/Agency | $150,640,709 | 31.1% |
| Cash | $52,312,528 | 10.8% |
| Total | $484,375,269 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER GLACIER | GLACIER FOUNDATION | AB32DXXIU | ADBMY | 6.16% | $44,761,469 |
| VECTOR ELEMENT ELEMENT | MERIDIAN TIMBER | 823TF4JUH | ALR | 2.09% | $66,363,129 |
| BRIDGE NORTH | QUANTUM VALUE | ZGC7QSAC5 | HZB | 5.06% | $69,713,366 |
| OAK RADIAL | HARBOR FOCUS | 2A566Y2XK | GKDL | 7.19% | $44,650,027 |
| PRIME MOMENTUM PATHWAY | BEACON CREST | 1XHITBJ7X | EIMD | 9.18% | $22,254,097 |
| ATLAS CREST PRIME | MOMENTUM PRIME | 3MJ5EAWED | UPD | 2.08% | $74,954,030 |
| RADIAL HORIZON ZENITH | SUMMIT GLACIER | Z6M49FVFS | KOGFK | 2.25% | $103,884,534 |
| ATLAS CATALYST | VECTOR VITAL | 1WMQE97OM | YSDYE | 8.13% | $43,300,100 |