Floyd Financial Group LLC

$164.5MAssets under management
as of Mar 2026 · SEC Form ADV
Springfield, MO
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Tech stack

No one at Floyd Financial Group LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Floyd Financial Group LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
First Clearing, LLC
Per Form ADV · $11M held · filed Dec 2024
Nationwide
Per Form ADV · $3M held · filed Dec 2024