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LLOYD CAPITAL LLC

KILCHBERG, Switzerland · CRD 158668 · IAPD ↗ · lloydcapital.ch · +41445332230

$863.3MRegulatory AUM
8Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2026 — LLOYD CAPITAL LLC crossed $500M in regulatory AUM ($469.7M -> $863.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
April 2026 — LLOYD CAPITAL LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — LLOYD CAPITAL LLC crossed $500M in regulatory AUM ($353.9M -> $526.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
April 2024 — LLOYD CAPITAL LLC grew from 4 to 6 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.