LLOYD ADVISORY SERVICES, LLC
DBA: THE LLOYD ADVISORY GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $437.6M |
| Discretionary | $437.6M100% of AUM |
| Client Accounts | 2,779 |
| Avg Account Size | $157K |
| Employees | 13 |
| Peak AUM | $437.6MMar 2026 |
| AUM CAGR | +14.5% /yrover 7 yrs · 24 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $438M | +17.7% | +20.3% | +13.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $437.6M |
| Discretionary | $437.6M |
| Employees | 13 |
| Client Accounts | 2779 |
Contact & Location
Address
3575 LAWRENCEVILLE SUWANEE ROAD
SUWANEE GA 30024
Phone
770-932-0387
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$438M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Pension Consultant