The Lloyd Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Suwanee, GA. Its latest Form ADV filing, dated March 25, 2026, reports $438M in regulatory assets under management, 13 employees, 2 offices, and 2,779 accounts.
Assets Under Management
$438M
Employees
13
Offices
2 offices
Total Clients
1,262
Primary office
SUWANEE, GA
3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.5% of total clients.
Top client categories% of clientsClients
1
Individuals
90.5%
1,142
2
HNWI
4.8%
60
3
Pension Plans
4.8%
60
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$438Mas of March 25, 2026
Discretionary100.0%
$438M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$438M
Total Accounts2,779
10Y AUM Change+$262M (+149.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee97:1
10Y Employee Change+9 (+225.0%)
* 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.