# LLOYD FINANCIAL GROUP LLC

LLOYD FINANCIAL GROUP LLC of UNION, KY is an SEC-registered investment adviser.

## Registration

- CRD: 335332
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335332/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335332/similar
- Related entities: https://search.stillhousedata.com/firm/335332/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335332

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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.