Investment adviser · CRD 150582
THE LLOYD ADVISORY GROUP
Investment adviser filing (IA)
LLOYD ADVISORY SERVICES, LLC
SUWANEE, GA, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $438M Form ADV · Item 5.F
- Client accounts
- 2,779 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| Individuals | 1,142 | $307,542,593 | 70.3% |
| High-net-worth individuals | 60 | $118,833,202 | 27.2% |
| Retirement plans | 60 | $11,023,725 | 2.5% |
| Corporations & businesses | Fewer than 5 | $241,691 | 0.1% |
Filing source
Form ADV 2070658 · Mar 25, 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: Mar 25, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
3575 LAWRENCEVILLE SUWANEE ROADSUWANEE, GA, 30024, United States
CRD 150582
Filing source
Form ADV 2070658 · Mar 25, 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.