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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2009
- Office Locations
- 1
Office Locations
About THE Lloyd Advisory Group
The Lloyd Advisory Group is a Suwanee, GA-based wealth management and financial planning firm serving families across greater Atlanta. The team combines investment management with insurance guidance, with a focus on retirement planning, asset preservation, and tax and estate planning. Clients include retirees and entrepreneurs. Known for its four-step “Orchestrate Retirement Harmony” planning process; portfolios commonly use mutual funds and ETFs (Schwab/Fidelity custody).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
MARK ALAN LLOYD SR
Chief Executive Officer, Client Relations Manager
- CRD
- #3098561
- Ownership
- Less than 5%
Dustin Meza
VP of Compliance
- CRD
- #4265066
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRENT WILLIAM CAPEHART
President | Investment Adviser Representative
- CRD
- #5781261
Shaun Paul Duffy
Investment Advisor Representative
- CRD
- #7876886
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $437,641,211 | $157,482 |
| Non-Discretionary | $0 | -- |
| Total | $437,641,211 | $157,482 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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