# Cloyd Capital

> Cloyd Capital is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 337743
- Filed as: CLOYD CAPITAL
- Legal name: Cloyd Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kentucky
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337743
- AdvisorCensus page: https://advisorcensus.com/firm/cloyd-capital-337743

## Quick answers

**How is Cloyd Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Cloyd Capital reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cloyd Capital registered with the SEC or a state?**
Cloyd Capital is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337743.

**How much does Cloyd Capital manage?**
Cloyd Capital reports $346,962 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Cloyd Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Cloyd Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337743

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $346,962
- Discretionary: $346,962
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $346,962 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cloydcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cloyd Capital (CRD 337743): Form ADV filing data as of October 2026.