CENTENNIAL, COCRD 112236Latest ADV February 26, 2026
Loyd Financial Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Centennial, CO. Its latest Form ADV filing, dated February 26, 2026, reports $134M in regulatory assets under management, 2 employees, and 493 accounts.
Assets Under Management
$134M
Employees
2
Offices
--
Total Clients
149
Primary office
CENTENNIAL, CO
7475 EAST PEAKVIEW AVENUE, BUILDING 10, CENTENNIAL, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.4% of total clients.
Top client categories% of clientsClients
1
Individuals
64.4%
96
2
HNWI
35.6%
53
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of February 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$134M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$134M
Total Accounts493
10Y AUM Change+$30M (+29.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee75:1
10Y Employee Change0 (0.0%)
* 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.