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FLOYD CAPITAL MANAGEMENT
Legal name: FLOYD, BENJAMIN JOSEPH
CRD 111576File 801-60539
APPROVED
Retail clients
Filing as of Jan 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$213.5M
Below cohort median (national)
Discretionary AUM
$198.9M
Non-discretionary $14.6M
Clients
308
308 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 31, 2001
- Principal office
- 6004 SUMMERFIELD DR, STE A, TEXARKANA, TX, 75503
- Phone
- 903-794-2704
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.5M
- Discretionary AUM
- $198.9M
- Non-discretionary AUM
- $14.6M
- Discretionary accounts
- 262
- Non-discretionary accounts
- 46
- Total accounts
- 308
- AUM per client
- $693K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $40.5M |
| Charitable organizations | Fewer than 5 | $483K |
| High net worth individuals | 221 | $168.7M |
| Pension and profit sharing plans | 8 | $2.1M |
| Individuals (other than high net worth individuals) | 58 | $1.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.