The Lloyd Advisory Group

CRD 150582 · Suwanee, GA · $437.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 150582
SEC number: 801-117056
Firm type: RIA
Assets under management: $437.6M as of Mar 25, 2026
Website: lloydadvisorygroup.com ↗
Phone: 770-932-0387
Address: 3575 Lawrenceville Suwanee Road, Suwanee, GA, 30024

Advisors at this firm

7 in our index · page 1 of 1

Brent William CapehartCRD 5781261 · Suwanee, GA

IA Registered
Shaun Paul DuffyCRD 7876886 · Suwanee, GA

IA Registered
Andrew Burton JonesCRD 5428479 · Suwanee, GA

IA Registered
Mark Alan LloydCRD 3098561 · Suwanee, GA

IA Registered
Andrew Jacob LloydCRD 7579064 · Suwanee, GA

IA Registered
Mark Alan LloydCRD 7149477 · Suwanee, GA

IA Registered
James Blake MorrisCRD 5428483 · Suwanee, GA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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