LLOYD ADVISORY SERVICES, LLC
Legal name: THE LLOYD ADVISORY GROUP
CRD #150582 SEC #801-117056 SUWANEE, GA 770-932-0387
SEC Registered
Total AUM
$371.8M
Discretionary
$371.8M
Employees
16
Clients
--
Accounts
2,660
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $371.8M | $371.8M | $0 | 16 | 0 |
| Mar 2025 | $371.8M | $371.8M | $0 | 16 | 0 |
| Apr 2024 | $299.7M | $299.7M | $0 | 14 | 0 |
| Mar 2024 | $299.7M | $299.7M | $0 | 14 | 0 |
| Feb 2024 | $251.6M | $251.6M | $0 | 13 | 0 |
| Feb 2024 | $251.6M | $251.6M | $0 | 13 | 0 |
| Nov 2023 | $251.6M | $251.6M | $0 | 13 | 0 |
| Sep 2023 | $251.6M | $251.6M | $0 | 13 | 0 |
| Mar 2023 | $251.6M | $251.6M | $0 | 13 | 0 |
| Nov 2022 | $278.4M | $278.4M | $0 | 13 | 0 |
| Apr 2022 | $278.4M | $278.4M | $0 | 13 | 0 |
| Apr 2022 | $278.4M | $278.4M | $0 | 13 | 0 |
| Mar 2022 | $278.4M | $278.4M | $0 | 13 | 0 |
| Sep 2021 | $236M | $236M | $0 | 14 | 0 |
| Mar 2021 | $236M | $236M | $0 | 14 | 0 |
| Nov 2020 | $217.8M | $217.8M | $0 | 16 | 0 |
| Jun 2020 | $217.8M | $217.8M | $0 | 16 | 0 |
| Jun 2020 | $217.8M | $217.8M | $0 | 16 | 0 |
| Jun 2020 | $217.8M | $217.8M | $0 | 16 | 0 |
| Mar 2020 | $217.8M | $217.8M | $0 | 16 | 0 |
| Aug 2019 | $175.7M | $175.7M | $0 | 4 | 0 |
| Jun 2019 | $175.7M | $175.7M | $0 | 4 | 0 |
DateNov 2025
Total AUM$371.8M
Discretionary$371.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$371.8M
Discretionary$371.8M
Non-Disc.$0
Employees16
Clients0
DateApr 2024
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees14
Clients0
DateFeb 2024
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees13
Clients0
DateSep 2023
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees13
Clients0
DateNov 2022
Total AUM$278.4M
Discretionary$278.4M
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$278.4M
Discretionary$278.4M
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$278.4M
Discretionary$278.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$278.4M
Discretionary$278.4M
Non-Disc.$0
Employees13
Clients0
DateSep 2021
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees14
Clients0
DateNov 2020
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees16
Clients0
DateAug 2019
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees4
Clients0