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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-13-2018
- Office Locations
- 1
Office Locations
About Loyd Financial Management Inc.
Loyd Financial Management is a fee-only, independent RIA led by CFP(R) Donald P. Loyd (J.D., M.B.A.) providing comprehensive financial planning and investment advice for individuals in Colorado and across the U.S. Services include portfolio management and asset allocation, retirement and IRA rollover planning, tax and estate planning coordination, insurance needs reviews, and college planning. Custody includes Schwab and Vanguard.
Reported data analysis
What the numbers show
Between August 27, 2025 and February 26, 2026, reported AUM increased 15.7%, from $115.4M to $133.5M.
Across 3 reported observations, AUM increased 29.0% between February 17, 2024 and February 26, 2026, from $103.5M to $133.5M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 149 clients, or 149 clients per representative. That equates to $896.3K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DONALD PHILLIP LOYD
Advisor, Chief Compliance Officer, President
- CRD
- #1678089
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $133,543,388 | $270,879 |
| Total | $133,543,388 | $270,879 |
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Separately Managed Accounts
SMA allocation detail is available
Loyd Financial Management Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.