LOYD FINANCIAL MANAGEMENT INC.

LOYD FINANCIAL MANAGEMENT INC. of CENTENNIAL, CO is an SEC-registered investment adviser (CRD 112236). Regulatory assets under management: $133.5M.

Registration

• CRD: 112236
• SEC file number: 801-129710
• Type: Registered investment adviser
• Location: 7475 EAST PEAKVIEW AVENUE,, BUILDING 10, CENTENNIAL, CO, 80111
• Phone: 303-779-0987
• Latest filing: 2026-02-26
• Regulatory AUM: $133.5M
• Non-discretionary AUM: $133.5M
• Clients: 2
• Accounts: 493

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search