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The fee is billed in arrears and is negotiable.","source":"LLOYD ADVISORY SERVICES, LLC  ADV 2A BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lloyd Advisory Services use?","answer":"Lloyd Advisory Services’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $423M and Charles Schwab & Co., Inc. (Westlake, TX), with $14.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lloyd Advisory Services have?","answer":"Lloyd Advisory Services has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lloyd Advisory Services invest in?","answer":"At the end of its last fiscal year, Lloyd Advisory Services’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities and 6% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lloyd Advisory Services?","answer":"Lloyd Advisory Services is owned through a chain of holding companies by Mark Lloyd. Its direct owner is the Lloyd Advisory Group, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lloyd Advisory Services get paid?","answer":"Lloyd Advisory Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lloyd Advisory Services?","answer":"Lloyd Advisory Services’ main office is at 3575 Lawrenceville Suwanee Road, Suwanee, GA 30024. Its phone number is 770-932-0387. 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