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J. Loyd Capital Management, LLC

Updated today

Client assets under management

$40,110,566

Clients

62

19% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

31

Low

Average account size

$646,945

About

J. Loyd Capital Management, LLC provides discretionary investment management to individual and high‑net‑worth clients, constructing portfolios around client-specific investment policy statements and stated objectives. The firm manages about $40.1 million across roughly 62 client relationships and typically requires a $500,000 account minimum (negotiable).

The adviser uses a mix of fundamental analysis and technical, cyclical, and charting techniques to select securities and set allocation targets, with quarterly reviews to monitor performance and client‑imposed restrictions. The brochure discloses that the firm may employ derivatives and borrowing in separately managed accounts, and it describes option strategies such as covered calls and cash‑secured puts as part of its program and risk discussion.

Notably, J. Loyd is a two‑adviser practice that applies leverage and derivatives inside client SMAs—practices that are uncommon among supported peers. The firm does not participate in wrap fee programs, does not accept custody beyond fee debits, and leaves proxy voting to clients, which affects how reporting and shareholder actions are handled.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.50% annually $2,500,001+: 0.35% annually

Other

Account minimum: $500,000

Main office location

J. Loyd Capital Management, LLC

Clayton MO, United States

Number of offices

2

Most active in

Illinois · Missouri

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Brian W

CFP®, Series 63, Series 65

Clayton, MO

J. Loyd Capital Management, LLC

Brian Wieland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at J. Loyd Capital Management, LLC since 2015. He previously worked at Beckland Risk Management, LLC from 2010 to 2020. J. Loyd Capital Management provides discretionary investment management to individuals and high-net-worth clients, developing tailored portfolios based on client objectives and liquidity needs. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and incorporates derivatives and leverage strategies in separately managed accounts, distinguishing its approach from many similarly sized advisers.

Active portfolio management
user avatar

Jason L

Series 63, Series 65

Clayton, MO

J. Loyd Capital Management, LLC

Jason Loyd is a financial advisor with J. Loyd Capital Management, LLC in Clayton, MO. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Loyd has been with J. Loyd Capital Management since 2014. J. Loyd Capital Management provides discretionary investment management to individuals and high net-worth clients, creating tailored portfolios based on client objectives, time horizons, and liquidity needs. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to guide asset allocation and security selection and employs derivatives and leverage strategies in separately managed accounts.

Active portfolio management
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