FLOYD FINANCIAL GROUP LLC
Firm details
- Headquarters
- SPRINGFIELD, Missouri
- CRD number
- 226773
- Registered since
- April 22, 2024
- Website
- floydfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals85.6%
- HNWI14.11%
- Corporations / Businesses0.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Floyd Financial Group LLC is an independent, SEC-registered registered investment adviser (registered in 2024) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering fee-based portfolio management and financial planning for individuals and small businesses. Floyd also operates as an insurance broker and lists an insurance company affiliation. It charges a percentage-of-AUM fee and reports that it is not an active ESG investor, not a multistate adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds15%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents2%
Contacts
2 of 2RANDY FLOYD
FounderCRD 4951554
Jacob Floyd
Investment AdvisorCRD 7255807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$105M in ETFs
77%
$80.9M
23%
$24.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $10.5M | 221,976 | 9.98% |
Location
SPRINGFIELD, MO
GREENE
Location
SPRINGFIELD, MO
Headquartered in SPRINGFIELD, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- GREENE
- Address
- 1304 W Battlefield St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
RLB FINANCIAL
RIASPRINGFIELD, MO
MACKAY FINANCIAL PLANNING, LLC
RIASPRINGFIELD, MO
WEALTHCARE ASSET MANAGEMENT, LLC
RIASPRINGFIELD, MO
HICKORY WEALTH MANAGEMENT, LLC
RIASPRINGFIELD, MO
PROSPERITY FINANCIAL GROUP
RIASPRINGFIELD, MO
ITI FINANCIAL MANAGEMENT
RIASPRINGFIELD, MO