FLOYD CAPITAL MANAGEMENT

Overview

Floyd Capital Management is a small, independently owned advisory practice formed in 2001 that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of AUM and serves a mix of individual & family and institutional clients. Investment activity shows a preference for maintaining liquidity and core, low-cost public equity exposure: the firm’s 13F filings are narrowly concentrated in a broad S&P 500 ETF while the majority of reported assets sit in cash and cash equivalents. Advisory work is primarily discretionary: most client relationships give the firm authority to implement allocations. Floyd Capital is not an active ESG investor and does not operate as a multi-state adviser. Its classification as a sole proprietorship and the asset mix point to a compact, capital-preservation-oriented practice that supplements public-market exposure with external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices