Floyd Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$213,518,171
Total clients
279
79% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
93
Average account size
$765,298
About
Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, managing client assets primarily through exchange-traded funds and mutual funds. The firm manages over $200 million in client assets and serves both individual and high-net-worth clients alongside institutional account types.
The firm employs an asset-allocation, trend-based approach that it describes as “playing offense” by scaling into ETFs and mutual funds during uptrends and “playing defense” by moving to money market funds when trends reverse, with an emphasis on limiting losses and letting winners run. That approach produces relatively high portfolio turnover; the brochure discloses negotiated $0 commission rates for the majority of trades with Charles Schwab and the use of aggregated block trades so clients and the adviser receive the same execution and allocation.
A practice the brochure highlights as uncommon for similar team firms is that Floyd Capital advertises performance results and provides written quarterly performance reviews in addition to custodial statements. The firm also requires clients to maintain custody at Schwab Institutional and states it does not tailor portfolios to individual client restrictions, which may limit clients’ ability to impose security-level constraints.
Client services
Expertise
Fee options
$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
Main office location
Floyd Capital Management
6004 Summerfield Dr, Ste A
Texarkana TX 75503, United States
Number of offices
1
Most active in
Arkansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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