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Lloyds Intrepid Wealth Management

Lloyds Intrepid Wealth Management. CRD 307839

Lloyds Intrepid Wealth Management logo

CRD: 307839

Lloyds Intrepid Wealth Management

THE Woodlands, TX, 77380
2818863039
www.lloydsintrepid.com
$61.3M Total AUM
$58.1M Disc. AUM
-- 3Y CAGR
4 Employees
38 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Bank OF America · Charles Schwab & Company · Merrill Lynch
Clients
Retail
Platforms
PeakOptima +more
Established Date
07-08-2020
Office Locations
1

Office Locations

1330 Lake Robbins DR Suite 560 THE Woodlands TX

About Lloyds Intrepid Wealth Management

Lloyds Intrepid Wealth Management is a The Woodlands, Texas wealth management firm led by President/CIO Robert Lloyd, CFA (author of Central Markets) and co-founder Christopher Lloyd, CFP. The team provides comprehensive financial planning, cash-flow planning, tax and estate strategies, and multi-generational planning, alongside portfolio construction and risk management built around asset allocation and index investing.

Team overview

60 AVG AGE
$30.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Zenith summit Summit Value Radial Value oak Vital north Beacon

Client Personas

Legacy Glacier pathway

Custodian

Beacon pathway Element Vital summit Element vertex Capital Timber Horizon value Frontier harbor

Investment Themes

Matrix Harbor catalyst Capital pioneer Value Vector summit

Investment Vehicles

Pathway meridian Signal

Platform

Catalyst

Services

Legacy Legacy Capital value Eagle Timber zenith Foundation Harbor Signal Insight foundation Insight Zenith vital

Technology

Vertex horizon Catalyst legacy Wave

Owner & Executives

C

CHRISTOPHER HENRY LLOYD

VICE PRESIDENT

CRD
#6470971
Ownership
50% but less than 75%
(807) 307-9722
ember.matrix@beaconcapital.com
in linkedin.com/in/foundation-oak
R

ROBERT JOSEPH LLOYD

Chief Compliance Officer, President

CRD
#4187061
Ownership
50% but less than 75%
(422) 433-6435
crest.summit@meridiancapital.com
in linkedin.com/in/value-capital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $58,103,569 --
Non-Discretionary $3,218,791 --
Total $61,322,360 --

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Separately Managed Accounts

Total SMA Asset: $61,322,360

$61.3M Total SMA
Public Funds:
14.5%
Cash:
24.5%
Equity - Exchange:
26.0%
Corporate - Investment Grade:
26.5%
U.S. Government/Agency:
8.5%
Asset class Assets Assets %
Public Funds $267,915,470 14.5%
Cash $452,684,759 24.5%
Equity - Exchange $480,400,152 26.0%
Corporate - Investment Grade $489,638,617 26.5%
U.S. Government/Agency $157,053,896 8.5%
Total $1,847,692,894 100.0%

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