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| Floyd Financial Group LLC
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|---|---|
| CRD # | 226773 |
| SEC # | 801-129942 |
| CIK # | 0002007613 |
| AUM | $164.5 M (2026-03-18) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 417-889-7233 |
| Address | 1304 W Battlefield Rd Springfield, MO 65807 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.9 | ||
| Alphabet Inc | 8.0 | ||
| Amazon Com Inc | 7.7 | ||
| Microsoft Corp | 5.3 | ||
| Facebook Inc | 4.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.3 | ||
| GS Acquisition Holdings Corp | 2.8 | ||
| Intel Corp | 2.7 | ||
| Apple Inc | 2.4 | ||
| Tesla Motors Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 670 | 140.8 |
| (b) Individuals (high net worth individuals) | 16 | 23.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 689 | 164.5 |
| By Discretionary | ||
| Discretionary | 689 | 164.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 689 | 164.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.5 | |
| Total | 689 | 164.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007613] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Runnymede Capital Advisors Inc
✚
|
0.2 | |
|
OCTO Capital LLC
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|
MI | 0.2 |
|
Waterstone Wealth Advisors LLC
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|
0.2 | |
|
The Keystone Financial Alliance LLC
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Demand Wealth LLC
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0.2 | |
|
Pollock Planning Associates Inc
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0.2 | |
|
Bice Wealth Management LLC
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|
FL | 0.2 |
|
Eagle Wealth Advisors
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|
0.2 | |
|
EHB Financial Resources Management Inc
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|
PA | 0.2 |
|
McKinley Money LLC
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|
WI | 0.2 |