Floyd Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$170,378,446
Clients
279
Advisors
2
of 4 employees
About
Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, managing client assets primarily through exchange-traded funds and mutual funds. The firm manages over $200 million in client assets and serves both individual and high-net-worth clients alongside institutional account types.
The firm employs an asset-allocation, trend-based approach that it describes as “playing offense” by scaling into ETFs and mutual funds during uptrends and “playing defense” by moving to money market funds when trends reverse, with an emphasis on limiting losses and letting winners run. That approach produces relatively high portfolio turnover; the brochure discloses negotiated $0 commission rates for the majority of trades with Charles Schwab and the use of aggregated block trades so clients and the adviser receive the same execution and allocation.
A practice the brochure highlights as uncommon for similar team firms is that Floyd Capital advertises performance results and provides written quarterly performance reviews in addition to custodial statements. The firm also requires clients to maintain custody at Schwab Institutional and states it does not tailor portfolios to individual client restrictions, which may limit clients’ ability to impose security-level constraints.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,000+: 0.75%
Account minimum: $100,000 minimum account size required to open an account with a $1,000 minimum annual fee Minimum fee: $1,000 minimum annual fee Fee-only: Fee only advisor charging annual rates as tiered above; no commissions
Main office
6004 Summerfield Dr, Ste A
Texarkana TX 75503
Advisors at this office
2
Most active in
Arkansas · Texas
Also doing business as
Benjamin Joseph Floyd · Floyd Capital Management · Floyd, Benjamin Joseph
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Koltlon J
Series 65
Texarkana, TX
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.
Benjamin L
Series 65
Texarkana, TX
Floyd Capital Management
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.
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