Data / Investment advisers / Georgia / The Lloyd Advisory Group
The Lloyd Advisory Group, Suwanee, GA: $438 million AUM, SEC registered investment adviser
The Lloyd Advisory Group is an SEC registered investment adviser with its main office in Suwanee, Georgia and reports $438 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 150582
- SEC file number
- 801-117056
- SEC status
- Approved, effective July 26, 2019
- Legal name
- Lloyd Advisory Services, LLC
- Main office
- 3575 Lawrenceville Suwanee Road, Suwanee, GA 30024
- Phone
- (770) 932-0387
- Website
- lloydadvisorygroup.com
- Regulatory AUM
- $437,641,211 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $437,641,211
- Accounts
- 2,779
- Employees
- 13, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,142 | $307.5 million |
| High net worth individuals | 60 | $118.8 million |
| Pension and profit sharing plans | 60 | $11 million |
| Corporations or other businesses | Fewer than 5 | $241,691 |
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 |
|---|---|---|
| April 1, 2026 | $437.6 million | March 25, 2026 |
| December 1, 2025 | $371.8 million | November 4, 2025 |
Other advisers in Georgia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sard Wealth Managment Group, LLC | Atlanta | $464 million | Not listed | adviserinfo.sec.gov |
| TCP Management LLC | Atlanta | $463.5 million | 3 | adviserinfo.sec.gov |
| Access Investment Management, LLC | Atlanta | $456.4 million | Not listed | adviserinfo.sec.gov |
| Holcombe Financial, Inc. | Atlanta | $451.6 million | 4 | adviserinfo.sec.gov |
| Hamilton Capital Partners, LLC | Atlanta | $444 million | Not listed | adviserinfo.sec.gov |
| Peachtree Wealth Advisors, Inc | Atlanta | $436.8 million | Not listed | adviserinfo.sec.gov |
| MMHP Investment Advisors | Thomasville | $435.3 million | Not listed | adviserinfo.sec.gov |
| Waypoint Wealth Counsel LLC | Atlanta | $433.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- The Lloyd Advisory Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.