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THE LLOYD ADVISORY GROUP

SUWANEE, GA · CRD 150582 · IAPD ↗ · lloydadvisorygroup.com · 770-932-0387

$437.6MRegulatory AUM
6Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2025 — THE LLOYD ADVISORY GROUP changed its website from thelloydgroupinc.com to lloydadvisorygroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
May 2024 — THE LLOYD GROUP is now doing business as THE LLOYD ADVISORY GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2024 — THE LLOYD GROUP began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
68
April 2024 — THE LLOYD GROUP now reports custody of client assets ($4.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — THE LLOYD GROUP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.