FLOYD FINANCIAL GROUP LLC

FLOYD FINANCIAL GROUP LLC of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 226773). Regulatory assets under management: $164.5M.

Registration

• CRD: 226773
• SEC file number: 801-129942
• Type: Registered investment adviser
• Location: 1304 W BATTLEFIELD RD, SPRINGFIELD, MO, 65807
• Phone: 417-889-7233
• Latest filing: 2026-03-18
• Regulatory AUM: $164.5M
• Discretionary AUM: $164.5M
• Clients: 5
• Accounts: 689

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

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 226773 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search