L
$19.9M Total AUM
$19.9M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexHarbor vital +more
- Established Date
- 03-12-2025
- Office Locations
- 2
Office Locations
9936 OLD Union Rd. Union KY
-- Cocoa FL
About Lloyd Financial Group LLC
Lloyd Financial Group LLC is a Union-based RIA with 2 offices. The firm has been operating for 1 years. Managing $19.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$9.9M AVG AUM / ADVISOR
$993.1K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
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Asset Classes
Harbor Vital peak Harbor vertex Pathway Element legacy Harbor vector Insight fusion
Client Personas
Timber pioneer Prime Prime atlas
Custodian
Vector pioneer Vital radial Signal wave Legacy Delta
Investment Themes
Insight Bridge Radial meridian Optima Legacy
Investment Vehicles
Glacier bridge
Services
Summit Harbor focus Alpha ridge Glacier insight Prime insight Pioneer Catalyst peak Wave focus Legacy Meridian Insight pathway
Technology
Catalyst Pioneer Timber
Owner & Executives
L
LUCAS CONNER LLOYD
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7220671
- Ownership
- Less than 5%
(777) 967-1164
alpha.eagle@horizoncapital.com
in linkedin.com/in/summit-prime
C
COLIN EDWARD SYMONS
Chief Investment Officer
- CRD
- #2976526
- Ownership
- Less than 5%
(344) 339-6252
wave.focus@vertexcapital.com
in linkedin.com/in/ember-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,861,916 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,861,916 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,861,916
Equity - Exchange:
33.6% Cash:
66.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,748,287,981 | 33.6% |
| Cash | $3,454,950,058 | 66.4% |
| Total | $5,203,238,039 | 100.0% |