The Lloyd Group
The Lloyd Group is a Georgia-based, federally registered investment adviser founded in 1995 that provides fee-based retirement planning, wealth management, and insurance services to individuals and families throughout the greater Atlanta area from three offices.
- Company typePrivate
- Founded1995
- HeadquartersSuwanee, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
The Lloyd Group firmographics
Firmographics- Name
- The Lloyd Group
- Legal name
- Lloyd Advisory Services, LLC
- Website
- https://thelloydgroupinc.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Lloyd Group is a Georgia-based, federally registered investment adviser founded in 1995 that provides fee-based retirement planning, wealth management, and insurance services to individuals and families throughout the greater Atlanta area from three offices.
- Ownership category
- akta.pro rank
The Lloyd Group industry classification
Industry- Product category
- Wealth Management and Retirement Planning Services
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (524210)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where The Lloyd Group is headquartered
LocationHeadquarters
- HQ city
- Suwanee
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
The Lloyd Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Fee-based investment advisory services for wealth development, asset preservation, and retirement planning. Lloyd Advisory Services, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Insurance products and services are offered through The Lloyd Advisory Group.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Initial consultation |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
The Lloyd Group product offering
Product offeringCore offering
The Lloyd Group delivers fee-based investment advisory and retirement planning services to individuals and families across the greater Atlanta area through Lloyd Advisory Services, LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. Services encompass wealth development, asset preservation, retirement planning, insurance advisory, and a proprietary four-step 'Orchestrate Retirement Harmony' planning process. Insurance products and services are offered separately through the affiliated The Lloyd Advisory Group. Client engagement begins with a free, no-obligation initial consultation available in person, virtually, or by phone.
Product overview
The Lloyd Group (Lloyd Advisory Group) is a financial advisory firm offering a unified service rather than a modular software platform. The core offering centers on the "Orchestrate Retirement Harmony" four-step planning process, which guides clients through identifying financial goals, composing customized plans, achieving financial harmony, and maintaining ongoing oversight. The firm supplements its advisory services with educational seminars and Mark Lloyd's book "Composing Your Own Financial Symphony." Services include wealth development, asset preservation, and retirement planning, delivered through a network of investment and insurance professionals serving families throughout greater Atlanta.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment and Insurance Advisory Services Comprehensive fee-based financial advisory services covering wealth development, asset preservation, and retirement planning, delivered to individuals and families across greater Atlanta through Lloyd Advisory Services, LLC (an SEC-registered investment adviser) and the affiliated The Lloyd Advisory Group for insurance products.
- Educational Seminars and Investor Events In-person educational seminars on various investing and retirement topics, presented in accessible language to help attendees make informed decisions and serve as the firm's primary relationship-building channel before tailored financial plans are presented.
- Composing Your Own Financial Symphony (Book) A published retirement-planning guide by founder Mark Lloyd used to attract prospective clients and demonstrate the firm's retirement planning expertise, covering common financial pitfalls, tax and healthcare preparation, and sustainable retirement income strategies.
Companies that use The Lloyd Group
Customer profileSegments1 record
Ideal customer profiles1 record
The Lloyd Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Lloyd Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves1 record
Expansion highlights4 records
The Lloyd Group competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Large national broker-dealer and registered investment adviser with a heavy branch-based retirement-planning focus. Highly comparable as a fee-based advisory competitor targeting individuals and families planning for retirement, though it operates at far greater scale and national breadth.
- Raymond James Financial: Diversified financial services firm with a large independent-advisor and retirement-planning channel. Comparable as an SEC-registered adviser serving individuals and families, with similar fee-based advisory and insurance/annuity cross-sell, but at much broader scale.
- Charles Schwab (Schwab Wealth Advisory): Large brokerage and registered investment adviser offering retirement and wealth advisory to individuals. Comparable in core retirement advisory services, though it benefits from massive scale, technology, and a national footprint.
- Fidelity Investments (Personal Investing): Major incumbent offering retirement planning, managed portfolios, and wealth advisory to individuals and families. Comparable as a fee-based retirement advisory competitor, but at far greater scale and with proprietary technology advantages.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
The Lloyd Group social profiles
Digital presenceThe Lloyd Group compliance and trust
Trust signalCompliance1 record
The Lloyd Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Lloyd Group leadership team
Management profileNumber of profiles
Profiles1 record
The Lloyd Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Lloyd Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Lloyd Group
What does The Lloyd Group do?
The Lloyd Group delivers fee-based investment advisory and retirement planning services to individuals and families across the greater Atlanta area through Lloyd Advisory Services, LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. Services encompass wealth development, asset preservation, retirement planning, insurance advisory, and a proprietary four-step 'Orchestrate Retirement Harmony' planning process. Insurance products and services are offered separately through the affiliated The Lloyd Advisory Group. Client engagement begins with a free, no-obligation initial consultation available in person, virtually, or by phone.
Is The Lloyd Group a public or private company?
The Lloyd Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Lloyd Group founded?
The Lloyd Group was founded in 1995. It employs 11 to 50 people.
Where is The Lloyd Group based?
The Lloyd Group is headquartered in Suwanee, United States, in the North America region.
How does The Lloyd Group make money?
One revenue line is on record: investment Advisory Services.
Who are The Lloyd Group's main competitors?
Broad incumbents on record are Edward Jones, Raymond James Financial, Charles Schwab (Schwab Wealth Advisory) and Fidelity Investments (Personal Investing).
Does The Lloyd Group have an API?
No public API is recorded for The Lloyd Group.
What industry is The Lloyd Group in?
The Lloyd Group's product category is Wealth Management and Retirement Planning Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.