Loyd Financial Management Inc.
● SEC registered since 2024CRD 112236SEC# 801-129710Centennial, CO
Reg. AUM
$133.5M
Employees
2
Accounts
493
Location
Centennial, CO
Loyd Financial Management Inc. assets under management
Loyd Financial Management Inc. is an SEC-registered investment adviser based in Centennial, CO. The firm has been registered since 2024. It reports $133.5 million in regulatory assets under management and employs 2 people.
Loyd Financial Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Phillip Loyd Control | Cco/President | Over 75% | 1998 |
Frequently asked questions
How much does Loyd Financial Management Inc. manage?
Loyd Financial Management Inc. reports $133.5 million in regulatory assets under management on its Form ADV.
How many employees does Loyd Financial Management Inc. have?
Loyd Financial Management Inc. reports 2 employees.
Where is Loyd Financial Management Inc. located?
Loyd Financial Management Inc. is based in Centennial, CO and has been SEC-registered since 2024.
Does Loyd Financial Management Inc. disclose fund performance?
Loyd Financial Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7475 East Peakview Avenue,, Building 10, Centennial, CO 80111 |
| Phone | 303-779-0987 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133.5M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$133.5Mregulatory AUM
Discretionary $0Non-discretionary $133.5M