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THE LLOYD ADVISORY GROUP
Legal name: LLOYD ADVISORY SERVICES, LLC
CRD 150582File 801-117056
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$437.6M
Below cohort median (national)
Discretionary AUM
$437.6M
Clients
1,262
2,779 accounts
Employees
13
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 26, 2019
- Principal office
- 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA, 30024
- Phone
- 770-932-0387
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $437.6M
- Discretionary AUM
- $437.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,779
- Non-discretionary accounts
- 0
- Total accounts
- 2,779
- AUM per client
- $347K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $242K |
| High net worth individuals | 60 | $118.8M |
| Pension and profit sharing plans | 60 | $11.0M |
| Individuals (other than high net worth individuals) | 1,142 | $307.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 13 | decreased by3 |
| Apr 1, 2026 | Clients | 1,260 | 1,262 | increased by2 |
| Apr 1, 2026 | AUM | $371,771,293 | $437,641,211 | increased by$65,869,918 |
| Apr 1, 2026 | Accounts | 2,660 | 2,779 | increased by119 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 16 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,021 | 1,260 | increased by239 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $278,407,748 | $371,771,293 | increased by$93,363,545 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,256 | 2,660 | increased by404 |
| Apr 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Clients | 949 | 1,021 | increased by72 |
| Apr 1, 2022 | AUM | $236,003,284 | $278,407,748 | increased by$42,404,464 |
| Apr 1, 2022 | Accounts | 2,081 | 2,256 | increased by175 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LLOYD ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LLOYD ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.