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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-12-2025
- Office Locations
- 2
Office Locations
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.
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 20 clients, or 10 clients per representative. That equates to $993.1K in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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The full Lloyd Financial Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LUCAS CONNER LLOYD
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7220671
- Ownership
- Less than 5%
COLIN EDWARD SYMONS
Chief Investment Officer
- CRD
- #2976526
- Ownership
- Less than 5%
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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
SMA allocation detail is available
Lloyd Financial Group LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.