Lloyd Advisory Services, LLC
● SEC registered since 2019CRD 150582SEC# 801-117056Suwanee, GA
Reg. AUM
$437.6M
Employees
13
Accounts
2,779
Location
Suwanee, GA
Lloyd Advisory Services, LLC assets under management
Lloyd Advisory Services, LLC operates as an SEC-registered investment adviser based in Suwanee, GA. The firm has been registered since 2019. It reports $437.6 million in regulatory assets under management and employs 13 people.
Lloyd Advisory Services, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dustin Meza Control | Chief Compliance Officer | Under 5% | 2025 |
| Mark Alan Lloyd Control | Chief Executive Officer | Under 5% | 2009 |
| The Lloyd Advisory Group, LLC Control | Member | Over 75% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Lloyd Advisory Services, LLC manage?
Lloyd Advisory Services, LLC reports $437.6 million in regulatory assets under management on its Form ADV.
How many employees does Lloyd Advisory Services, LLC have?
Lloyd Advisory Services, LLC reports 13 employees.
Where is Lloyd Advisory Services, LLC located?
Lloyd Advisory Services, LLC is based in Suwanee, GA and has been SEC-registered since 2019.
Does Lloyd Advisory Services, LLC disclose fund performance?
Lloyd Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 |
| Phone | 770-932-0387 |
| Fax | 770-932-0351 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1802474 |
| Discloses disciplinary history | No |
Regulatory AUM
$437.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$437.6Mregulatory AUM
Discretionary $437.6M