Advisor at Floyd Capital Management
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Firm
Floyd Capital Management
Location
Texarkana, TX 75503
Credentials
Series 65
Industry experience
< 1 year
Yates Floyd is a Series 65-licensed advisor with Floyd Capital Management, where he has worked since 2021. He has prior experience at the University of Texas at Austin from 2015 to 2021. Outside of his advisory role, he is a partner in a family-owned real estate holding company, Yates Group, providing technical support. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs a trend-based, asset-allocation approach primarily using exchange-traded funds and mutual funds, managing over $200 million in client assets.
$0 - $1,000,000: 1.25% $1,000,000+: 0.75%
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
6004 Summerfield Dr, Ste A
Texarkana, TX 75503
Texas
Floyd Capital Management
2021 - Present (5 years)
University of Texas at Austin
2015 - 2021 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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