THE LLOYD ADVISORY GROUP
SEC RegisteredServing families with heart and harmony since 1995
About the firm
Since Mark Lloyd founded The Lloyd Group in 1995, he has been dedicated to serving generations of families throughout greater Atlanta with honesty, integrity and compassion. The firm describes itself as 'a big-city firm with a small-town feel' and emphasizes building genuine relationships before developing tailored financial plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth development, asset preservation, and retirement planning through a four-step 'Orchestrate Retirement Harmony' process, supported by a network of investment and insurance professionals. The firm also offers educational seminars covering investing topics.
Who they serve
Generations of families throughout greater Atlanta
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,142 | $308M |
| High Net Worth Individuals | 60 | $119M |
| Charitable Organizations | 60 | $11M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE LLOYD ADVISORY GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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