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Koltlon Johnson

Advisor at Floyd Capital Management

Updated today

Firm

Floyd Capital Management

Location

Texarkana, TX 75503

Credentials

Series 65

Industry experience

1 year

About

Koltlon Johnson is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at Floyd Capital Management since 2024. His prior roles include positions at Koch Energy Services, Texas A&M University, and Cheniere Energy, among others. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm manages client assets primarily through exchange-traded funds and mutual funds, using an asset-allocation, trend-based approach focused on scaling into investments during uptrends and moving to money market funds during downturns.

Client services

Based on Floyd Capital Management

Portfolio management

Expertise

Based on Floyd Capital Management

Passive / index investing

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,000+: 0.75%

Other

Account minimum: $100,000 minimum account size required to open an account with a $1,000 minimum annual fee Minimum fee: $1,000 minimum annual fee Fee-only: Fee only advisor charging annual rates as tiered above; no commissions

Location

6004 Summerfield Dr, Ste A

Texarkana, TX 75503

Most active in

Texas

Work history

Floyd Capital Management

2024 - Present (2 years)

Koch Energy Services, LLC

2023 - 2024 (1 year)

Mays Business School - Texas A&M University

2023 - 2023 (1 year)

Texas A&M University

2022 - 2023 (1 year)

Cheniere Energy, INC

2022 - 2022 (1 year)

International Materials, LLC

2022 - 2022 (1 year)

Proman USA, INC

2021 - 2021 (1 year)

Texas A&M University

2018 - 2021 (3 years)

Texarkana Country Club

2018 - 2021 (3 years)

Ironwood Grill

2016 - 2018 (2 years)

Pleasant Grove High School

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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