Gray William Loyd Jr

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Assets, Funds, Holdings

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Gray William Loyd Jr
CRD #108916
SEC #801-99372
CIK #
AUM $192.3 MM (2024-03-26)
Employees 2 (100% Investors, 0% Brokers)
Phone615-601-3330
Address900 20th Ave S
Nashville, TN 37212
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 86 11.4
(b) Individuals (high net worth individuals) 13 169.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 11.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 0 0.0
Total 313 192.3
By Discretionary
Discretionary 313 192.3
Non-Discretionary 0 0.0
Total 313 192.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 192.3
Total 313 192.3
Comparable Firms State AUM ($BB)
Conscious Wealth Investments LLC
FL 0.2
O'Brien Investment Management LLC
CA 0.2
Atwater Wealth Management Inc
MA 0.2
Westhampton Capital LLC
NC 0.2
Thoma Capital Management LLC
MD 0.2
Invicta Advisors LLC
PA 0.2
Ipsen Advisor Group LLC
AR 0.2
Daniel Investment Associates LLC
CA 0.2
VCI Wealth Management LLC
MO 0.2
Atlas Wealth Partners LLC
PA 0.2
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