Floyd Capital Management

Koltlon Johnson is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at Floyd Capital Management since 2024. His prior roles include positions at Koch Energy Services, Texas A&M University, and Cheniere Energy, among others. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm manages client assets primarily through exchange-traded funds and mutual funds, using an asset-allocation, trend-based approach focused on scaling into investments during uptrends and moving to money market funds during downturns.

Yates Floyd is a Series 65-licensed advisor with Floyd Capital Management, where he has worked since 2021. He has prior experience at the University of Texas at Austin from 2015 to 2021. Outside of his advisory role, he is a partner in a family-owned real estate holding company, Yates Group, providing technical support. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs a trend-based, asset-allocation approach primarily using exchange-traded funds and mutual funds, managing over $200 million in client assets.

Benjamin Le Grand is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Patterson Nissan, Texas A&M University, and Pleasant Grove Independent School District. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, primarily using exchange-traded funds and mutual funds. The firm employs an asset-allocation, trend-based approach focused on managing risk and opportunity through active portfolio adjustments and provides quarterly performance reviews alongside custodial statements.