Floyd Financial Group LLC
● SEC registered since 2024CRD 226773SEC# 801-129942Springfield, MO
Reg. AUM
$164.5M
Employees
5
Accounts
689
Location
Springfield, MO
Floyd Financial Group LLC assets under management
Floyd Financial Group LLC is an investment advisory firm registered with the SEC based in Springfield, MO. The firm has been registered since 2024. It reports $164.5 million in regulatory assets under management and employs 5 people.
Floyd Financial Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Randal Floyd Control | Managing Member, Cco | Over 75% | 2023 |
Frequently asked questions
How much does Floyd Financial Group LLC manage?
Floyd Financial Group LLC reports $164.5 million in regulatory assets under management on its Form ADV.
How many employees does Floyd Financial Group LLC have?
Floyd Financial Group LLC reports 5 employees.
Where is Floyd Financial Group LLC located?
Floyd Financial Group LLC is based in Springfield, MO and has been SEC-registered since 2024.
Does Floyd Financial Group LLC disclose fund performance?
Floyd Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1304 W Battlefield Rd, Springfield, MO 65807 |
| Phone | 417-889-7233 |
| Fax | 417-889-7237 |
| Office hours | 8:30 To 5:00 M-Th, 8:30 To 3:00 F |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$164.5Mregulatory AUM
Discretionary $164.5M