Data / Investment advisers / Colorado / Loyd Financial Management Inc.
Loyd Financial Management Inc., Centennial, CO: $134 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Loyd Financial Management Inc. is an SEC registered investment adviser with its main office in Centennial, Colorado and reports $134 million in regulatory assets under management in its Form ADV filed February 26, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Loyd Financial Management Inc. (CRD number 112236): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 112236
- SEC file number
- 801-129710
- SEC status
- Approved, effective March 18, 2024
- Main office
- 7475 East Peakview Avenue, Building 10, Centennial, CO 80111
- Phone
- (303) 779-0987
- Website
- loydfinancial.com
- Regulatory AUM
- $133,543,388 in the Form ADV filed February 26, 2026
- Non discretionary AUM
- $133,543,388
- Accounts
- 493
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 53 | $97.8 million |
| Individuals (other than high net worth individuals) | 96 | $35.2 million |
| Charitable organizations | Fewer than 5 | $546,067 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $133.5 million | February 26, 2026 |
| December 1, 2025 | $115.4 million | August 27, 2025 |
Other advisers in Centennial
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| JHP Wealth Management, LLC | Centennial | $223.8 million | Not listed | adviserinfo.sec.gov |
| FFG Retirement Counseling | Centennial | $216.5 million | Not listed | adviserinfo.sec.gov |
| Hinchley Advisory Group, LLC | Centennial | $193.1 million | Not listed | adviserinfo.sec.gov |
| Paller Financial Services, Inc. | Centennial | $147.9 million | Not listed | adviserinfo.sec.gov |
| Fit Wealth Management | Centennial | $147.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Centennial, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Loyd Financial Management Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.