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LLOYD ADVISORY SERVICES, LLC

dba THE LLOYD ADVISORY GROUP · CRD 150582 · Registered Investment Adviser

LLOYD ADVISORY SERVICES, LLC is a Registered Investment Adviser headquartered in SUWANEE, GA. The firm reports $437,641,211 in regulatory assets under management across 2,779 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$437,641,211
Non-discretionary$0
Total RAUM$437,641,211
Accounts2,779

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 150582. adviserinfo.sec.gov/firm/summary/150582.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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