CLOYD CAPITAL

CLOYD CAPITAL is an SEC-registered investment adviser (CRD 337743). Regulatory assets under management: $347K.

Registration

• CRD: 337743
• Type: Registered investment adviser
• Phone: 502-418-2293
• Latest filing: 2026-01-20
• Regulatory AUM: $347K
• Discretionary AUM: $347K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337743 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search