# A.T. LLOYD'S, INC

A.T. LLOYD'S, INC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 148225
- Type: SEC-registered investment adviser
- SEC file number: 801-131783
- Location: 348 W OLYMPIC PLACE, SEATTLE, WA, 98119
- Phone: 206-443-6214
- Latest filing: 2026-03-30
- Regulatory AUM: $126.9M
- Discretionary AUM: $126.9M
- Clients: 2
- Accounts: 537

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Anamaria Teresa Lloyd | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| LLOYD ANAMARIA TERESA | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2015-05-01 | regulatory | AFTER 8 CLIENTS MOVED FROM WASHINGTON STATE TO CALIFORNIA BY SPRING 2014, REGISTRATION IN CALIFORNIA WAS REQUESTED IN MAY 2015. CALIFORNIA STATED THAT TOO MUCH TIME HAD PASSED AND A PENALTY WAS ISSUED. | Final | $45K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148225/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148225/similar
- Related entities: https://search.stillhousedata.com/firm/148225/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148225

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.