The Lloyd Advisory Group

$437.6MAssets under management
as of Mar 2026 · SEC Form ADV
Suwanee, GA
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Tech stack

No one at The Lloyd Advisory Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into The Lloyd Advisory Group'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
Fidelity
Per Form ADV · $298M held · filed Apr 2024
Schwab
Per Form ADV · $2M held · filed Apr 2024
Portfolio Management