Floyd Green Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Floyd Green Financial Services, Inc. is an investment adviser that provides portfolio management primarily for individual clients and also reports providing portfolio management services to an institutional client. The firm operates as a solo adviser affiliated with an accounting practice and manages a modest amount of client assets.
The firm's Form ADV includes advertised performance results and contains a section on performance‑based fees and side‑by‑side management, indicating it presents historical performance information as part of its client materials. Its brochure also outlines the firm’s methods of analysis, investment strategies, and the risks of loss that accompany its portfolio management services.
Distinctive features of Floyd Green include its combination of accounting services with advisory activities, the firm’s decision to disclose performance results in its materials, and its engagement with an institutional client despite being a single‑advisor firm with limited assets under management. These elements are uncommon among independent solo advisers and may be relevant to prospective clients evaluating its experience and disclosures.
Client services
Main office
3114 Mercer University Drive, Suite 200
Atlanta GA 30341
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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