LLOYD FINANCIAL GROUP LLC

LLOYD FINANCIAL GROUP LLC of UNION, KY is an SEC-registered investment adviser (CRD 335332). Regulatory assets under management: $19.9M.

Registration

• CRD: 335332
• Type: Registered investment adviser
• Location: 9936 OLD UNION RD., UNION, KY, 41091
• Phone: (661) 556-9334
• Latest filing: 2026-05-19
• Regulatory AUM: $19.9M
• Discretionary AUM: $19.9M
• Clients: 2
• Accounts: 66

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335332 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search