# Lloyds Intrepid Wealth Management

> Lloyds Intrepid Wealth Management is a state-registered investment advisory firm in The Woodlands, TX, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 307839
- Filed as: LLOYDS INTREPID WEALTH MANAGEMENT
- Legal name: Lloyds Intrepid LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307839
- AdvisorCensus page: https://advisorcensus.com/firm/lloyds-intrepid-wealth-management-the-woodlands-tx-307839

## Quick answers

**How is Lloyds Intrepid Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lloyds Intrepid Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Lloyds Intrepid Wealth Management located?**
Lloyds Intrepid Wealth Management's principal office is in The Woodlands, TX, according to its Form ADV.

**Is Lloyds Intrepid Wealth Management registered with the SEC or a state?**
Lloyds Intrepid Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307839.

**How much does Lloyds Intrepid Wealth Management manage?**
Lloyds Intrepid Wealth Management reports $61,322,360 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (95% discretionary).

**What types of clients does Lloyds Intrepid Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (17).

**Does Lloyds Intrepid Wealth Management 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/307839

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,322,360
- Discretionary: $58,103,569
- Non-discretionary: $3,218,791

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $4,213,149 |
| High net worth individuals | 21 | $57,109,211 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lloydsintrepid.com
- Facebook @lloydsintrepid
- Facebook @rob.lloyd.501
- LinkedIn @christopherlloydcfp
- LinkedIn @robertlloydcfa
- X @robertlloydcfa
- YouTube @UCtdSKRoOzVBlUMs9lg__34w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lloyds Intrepid Wealth Management (CRD 307839): Form ADV filing data as of October 2026.