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Floyd Financial Group LLC

● SEC registered since 2024CRD 226773SEC# 801-129942Springfield, MO
Export (members)
Reg. AUM
$146.3M
Employees
5
Accounts
618
Location
Springfield, MO

Floyd Financial Group LLC assets under management

Floyd Financial Group LLC is an investment advisory firm registered with the SEC based in Springfield, MO. The firm has been registered since 2024. It reports $146.3 million in regulatory assets under management and employs 5 people.
www.facebook.com/floydfinancialgroupView on SEC.gov ↗

Floyd Financial Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Jacob Randal Floyd ControlManaging Member, CcoOver 75%2023

Frequently asked questions

How much does Floyd Financial Group LLC manage?

Floyd Financial Group LLC reports $146.3 million in regulatory assets under management on its Form ADV.

How many employees does Floyd Financial Group LLC have?

Floyd Financial Group LLC reports 5 employees.

Where is Floyd Financial Group LLC located?

Floyd Financial Group LLC is based in Springfield, MO and has been SEC-registered since 2024.

Does Floyd Financial Group LLC disclose fund performance?

Floyd Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1304 W Battlefield Rd, Springfield, MO 65807
Phone417-889-7233
Fax417-889-7237
Office hours8:30 To 5:00 M-Th, 8:30 To 3:00 F
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.3M
Non-discretionary$0
Total (RAUM)$146.3M