Investment adviser · CRD 112236
LOYD FINANCIAL MANAGEMENT INC.
Investment adviser filing (IA)
CENTENNIAL, CO, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $134M Form ADV · Item 5.F
- Client accounts
- 493 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 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 | 53 | $97,775,916 | 73.2% |
| Individuals | 96 | $35,221,405 | 26.4% |
| Charities | Fewer than 5 | $546,067 | 0.4% |
Filing source
Form ADV 2060880 · Feb 26, 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: Feb 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
7475 EAST PEAKVIEW AVENUE,, BUILDING 10CENTENNIAL, CO, 80111, United States
CRD 112236
Filing source
Form ADV 2060880 · Feb 26, 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.