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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-28-2014
- Office Locations
- 2
Office Locations
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 12 years. Managing $40.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 62 clients, or 31 clients per representative. That equates to $646.9K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full J. Loyd Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON MICHAEL LOYD
Chief Compliance Officer, FOUNDER, President
- CRD
- #4534149
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN MICHAEL WIELAND
Project Manager
- CRD
- #4412562
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
J. Loyd Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.