# LLOYD ADVISORY SERVICES, LLC

LLOYD ADVISORY SERVICES, LLC of SUWANEE, GA is an SEC-registered investment adviser.

## Registration

- CRD: 150582
- Type: SEC-registered investment adviser
- SEC file number: 801-117056
- Location: 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA, 30024
- Phone: 770-932-0387
- Latest filing: 2026-03-25
- Regulatory AUM: $437.6M
- Discretionary AUM: $437.6M
- Clients: 13
- Accounts: 2,779

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Dennis Richard Mason | CHIEF COMPLIANCE OFFICER | — |
| Mark Alan Lloyd | CEO; CHIEF EXECUTIVE OFFICER | — |
| Dustin Meza | CHIEF COMPLIANCE OFFICER | Topeka, KS |
| MASON WAYNE RICHARD | CHIEF COMPLIANCE OFFICER | — |
| Dowell Alisha Perdue | CHIEF COMPLIANCE OFFICER | — |
| LLOYD MARK ALAN | CEO; CHIEF EXECUTIVE OFFICER | — |
| JONES ANDREW BURTON | CHIEF COMPLIANCE OFFICER | — |
| MORRIS JAMES BLAKE | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150582/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150582/similar
- Related entities: https://search.stillhousedata.com/firm/150582/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150582

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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.