RIA Intelligence

FLOYD FINANCIAL GROUP LLC

CRD #226773 SEC #801-129942 SPRINGFIELD, MO 417-889-7233
SEC Registered
Total AUM
$146.3M
Discretionary
$146.3M
Employees
5
Clients
101
Accounts
618

Firm Details

Organization Type
Limited Liability Company
State of Formation
Missouri
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Floyd, Jacob, RandalIMANAGING MEMBER, CCOE Control
Floyd, Jacob, RandalIMANAGING MEMBER, CCOE Control
Floyd, Jacob, RandalIMANAGING MEMBER, CCOE Control
Floyd, Jacob, RandalIMANAGING MEMBER, CCOE Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (2)

MO TX

Address

1304 W BATTLEFIELD RD
SPRINGFIELD, MO 65807
United States
Phone: 417-889-7233