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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Dowell, Alisha, Perdue | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dowell, Alisha, Perdue | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dowell, Alisha, Perdue | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, ANDREW, BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LLOYD, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MASON, DENNIS, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, DENNIS, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DENNIS, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DENNIS, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DENNIS, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, JAMES, BLAKE | I | CHIEF OPERATING OFFICER | NA | Control |
| Meza, Dustin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THE LLOYD ADVISORY GROUP, LLC | DE | MEMBER | E | Control |
| THE LLOYD ADVISORY GROUP, LLC | DE | MEMBER | E | Control |
| THE LLOYD ADVISORY GROUP, LLC | DE | MEMBER | E | Control |
| THE LLOYD ADVISORY GROUP, LLC | DE | MEMBER | E | Control |
| THE LLOYD ADVISORY GROUP, LLC | DE | MEMBER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
| THE LLOYD GROUP, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP, INC. | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP LEGACY, INC | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP LEGACY, INC | E | Control |
| LLOYD, MARK, ALAN | I | THE LLOYD GROUP LEGACY, INC | E | Control |
| THE LLOYD GROUP HOLDINGS, LLC | DE | THE LLOYD ADVISORY GROUP, LLC | E | Control |
| THE LLOYD GROUP HOLDINGS, LLC | DE | THE LLOYD ADVISORY GROUP, LLC | E | Control |
| THE LLOYD GROUP HOLDINGS, LLC | DE | THE LLOYD ADVISORY GROUP, LLC | E | Control |
| THE LLOYD GROUP LEGACY, INC | DE | THE LLOYD GROUP HOLDINGS, LLC | D | Control |
| THE LLOYD GROUP LEGACY, INC | DE | THE LLOYD GROUP HOLDINGS, LLC | D | Control |
| THE LLOYD GROUP LEGACY, INC | DE | THE LLOYD GROUP HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (10)
AL FL GA LA NC NE NH SC TN TX
Address
3575 LAWRENCEVILLE SUWANEE ROADSUWANEE, GA 30024
United States
Phone: 770-932-0387