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| Lloyd Advisory Services LLC
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|---|---|
| CRD # | 150582 |
| SEC # | 801-117056 |
| CIK # | 0001802474 |
| AUM | 437.6 M (2026-03-25) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 770-932-0387 |
| Address | 3575 Lawrenceville Suwanee Road Suwanee, GA 30024 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Broadcom Inc | 2.8 | ||
| SRH Total Return Fund Inc | 2.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.5 | ||
| Visa Inc | 2.2 | ||
| J P Morgan Chase & Co | 1.9 | ||
| United Technologies Corp /DE/ | 1.6 | ||
| General Electric Co | 1.3 | ||
| Coca Cola Co | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,142 | 307.5 |
| (b) Individuals (high net worth individuals) | 60 | 118.8 |
| (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 | 60 | 11.0 |
| (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 | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,779 | 437.6 |
| By Discretionary | ||
| Discretionary | 2,779 | 437.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,779 | 437.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 437.6 | |
| Total | 2,779 | 437.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802474] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Storen Legacy Partners LLC
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IN | 438.3 M |
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Schulz Wealth Ltd
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Access Financial Services Inc
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Crown Wealth Group LLC
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Herbert J SIMS Capital Management Inc
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PFG Investments LLC
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|
Ndure Global LLC
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436.7 M | |
|
Blueprint Investing LLC
✚
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