J
CRD: 172300
J. Loyd Capital Management, LLC
Clayton, MO
3146696654
$40.1M Total AUM
$40.1M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-28-2014
- Office Locations
- 2
Office Locations
-- Clayton MO
-- Manchester MO
About J. Loyd Capital Management, LLC
J. Loyd Capital Management, LLC is a Clayton-based RIA with 2 offices. The firm has been operating for 11 years. Managing $40.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$20.1M AVG AUM / ADVISOR
$646.9K AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Momentum crest
Investment Themes
Eagle Peak
Investment Vehicles
Ridge fusion
Services
Frontier ridge Peak oak Atlas ember Peak Legacy Element
Owner & Executives
J
JASON MICHAEL LOYD
Chief Compliance Officer, FOUNDER, President
- CRD
- #4534149
- Ownership
- 75% or more
(539) 735-5507
vertex.vertex@insightcapital.com
in linkedin.com/in/peak-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
B
BRIAN MICHAEL WIELAND
Project Manager
- CRD
- #4412562
(609) 373-5552
catalyst.value@northcapital.com
in linkedin.com/in/ember-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,110,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,110,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,110,566
Public Funds:
24.3% Equity - Exchange:
40.2% Cash:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,049,264,931 | 24.3% |
| Equity - Exchange | $3,390,141,985 | 40.2% |
| Cash | $2,993,782,101 | 35.5% |
| Total | $8,433,189,017 | 100.0% |