TEXARKANA, TXCRD 111576Latest ADV January 14, 2026
Floyd Capital Management is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Texarkana, TX. Its latest Form ADV filing, dated January 14, 2026, reports $214M in regulatory assets under management, 4 employees, and 308 accounts.
Assets Under Management
$214M
Employees
4
Offices
--
Total Clients
308
Primary office
TEXARKANA, TX
6004 SUMMERFIELD DR, STE A, TEXARKANA, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.8% of total clients.
Top client categories% of clientsClients
1
HNWI
71.8%
221
2
Individuals
18.8%
58
3
Corporations
6.5%
20
4
Pension Plans
2.6%
8
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of January 14, 2026
Discretionary93.2%
$199M
93% of total RAUM93.2%
Non-discretionary6.8%
$15M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$214M
Total Accounts308
10Y AUM Change+$40M (+23.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee77:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.