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LLOYDS INTREPID LLC

Advisory

THE WOODLANDS, TX

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in TX
#1,649
of 2,813 advisers by AUM
Average account
$458K
across 134 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$61M
Discretionary %
94.8%
Clients
38
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$61M
Discretionary AUM$58M
Non-Discretionary AUM$3M
Discretionary %94.8%
Total Clients38
Team
Total Employees4
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

HAMILTON FINANCIAL PLANNING, LLC
LAKEWAY, TX
$61M
BAYNES INVESTMENT COUNSEL LLC
FORT WORTH, TX
$61M
DORNICK WEALTH MANAGEMENT LLC
DALLAS, TX
$61M
CHOICE ADVISORY GROUP, INC.
AUSTIN, TX
$61M
0.0% 1Y
MEADOWPARK CAPITAL, LLC
DALLAS, TX
$61M
+131.4% 1Y
DRUMOND WEALTH MANAGEMENT LLC
$61M

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