L
Loynd Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,000,000
Total clients
36
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
36
Average account size
$666,667
About
Loynd Capital Management is a fee‑only registered investment adviser that manages discretionary portfolios primarily for individual investors and one charitable organization; the brochure lists about 36 clients and roughly $24 million in assets under management. Services include portfolio construction and ongoing maintenance such as rebalancing, tax‑management and cash‑flow support, with custody arranged through Charles Schwab.
The firm describes a scientific, academically grounded, asset‑class investment approach that emphasizes low‑cost diversified funds and ETFs and discourages holding individual stocks. Fixed income is treated as an “anchor” to reduce overall portfolio volatility, and the adviser emphasizes tailored risk profiles, low turnover, and incorporation of new research and products (including substantial use of Dimensional Fund Advisors’ offerings, with no compensation received from DFA).
Distinctive disclosures in the brochure include an explicit refusal to accept commissions or referral compensation and a statement that the adviser receives no economic benefits from third parties for recommendations. The brochure also notes that proxy voting is handled by selling holdings rather than voting (“vote with our feet”) and indicates that a formal code of ethics was considered not applicable to the practice, details that differ from many peers.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001 - $1,500,000: 0.6% $1,500,001+: 0.4%
Fee-only: Non-negotiable quarterly investment management fees based on tiered rates; no commissions accepted.
Main office location
Loynd Capital Management
171 Pleasant St.
Marblehead MA 01945, United States
Number of offices
1
Most active in
Loynd Capital Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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