Floyd, Benjamin Joseph
● SEC registered since 2001CRD 111576SEC# 801-60539Texarkana, TX
Reg. AUM
$213.5M
Employees
4
Accounts
308
Location
Texarkana, TX
Floyd, Benjamin Joseph assets under management
Floyd, Benjamin Joseph is an SEC-registered investment adviser based in Texarkana, TX. The firm has been registered since 2001. It reports $213.5 million in regulatory assets under management and employs 4 people.
Floyd, Benjamin Joseph owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Joseph Floyd Control | Chief Compliance Officer | Over 75% | 1986 |
Frequently asked questions
How much does Floyd, Benjamin Joseph manage?
Floyd, Benjamin Joseph reports $213.5 million in regulatory assets under management on its Form ADV.
How many employees does Floyd, Benjamin Joseph have?
Floyd, Benjamin Joseph reports 4 employees.
Where is Floyd, Benjamin Joseph located?
Floyd, Benjamin Joseph is based in Texarkana, TX and has been SEC-registered since 2001.
Does Floyd, Benjamin Joseph disclose fund performance?
Floyd, Benjamin Joseph is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6004 Summerfield Dr, Ste a, Texarkana, TX 75503 |
| Phone | 903-794-2704 |
| Fax | 214-889-2704 |
| Office hours | 8:00-4:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1535254 |
| Discloses disciplinary history | No |
Regulatory AUM
$213.5M▲ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$213.5Mregulatory AUM
Discretionary $198.9MNon-discretionary $14.6M