Investment adviser · CRD 111576
FLOYD CAPITAL MANAGEMENT
Investment adviser filing (IA)
FLOYD, BENJAMIN JOSEPH
TEXARKANA, TX, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $214M Form ADV · Item 5.F
- Client accounts
- 308 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 221 | $168,671,890 | 79.0% |
| Corporations & businesses | 20 | $40,510,918 | 19.0% |
| Retirement plans | 8 | $2,145,818 | 1.0% |
| Individuals | 58 | $1,706,556 | 0.8% |
| Charities | Fewer than 5 | $482,989 | 0.2% |
Filing source
Form ADV 2132410 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
6004 SUMMERFIELD DR, STE ATEXARKANA, TX, 75503, United States
CRD 111576
Filing source
Form ADV 2132410 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.