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 Aug 17, 2026

Regulatory AUM

$437.6M

Below cohort median (national)

Discretionary AUM

$437.6M

Clients

1,262

2,779 accounts

Employees

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
Website: https://lloydadvisorygroup.com/

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, 5G

Compensation

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 11

This 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.