J. Loyd Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J. Loyd Capital Management, LLC provides discretionary investment management to individual and high‑net‑worth clients, constructing portfolios around client-specific investment policy statements and stated objectives. The firm manages about $40.1 million across roughly 62 client relationships and typically requires a $500,000 account minimum (negotiable).
The adviser uses a mix of fundamental analysis and technical, cyclical, and charting techniques to select securities and set allocation targets, with quarterly reviews to monitor performance and client‑imposed restrictions. The brochure discloses that the firm may employ derivatives and borrowing in separately managed accounts, and it describes option strategies such as covered calls and cash‑secured puts as part of its program and risk discussion.
Notably, J. Loyd is a two‑adviser practice that applies leverage and derivatives inside client SMAs—practices that are uncommon among supported peers. The firm does not participate in wrap fee programs, does not accept custody beyond fee debits, and leaves proxy voting to clients, which affects how reporting and shareholder actions are handled.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.50% annually $2,500,001+: 0.35% annually
Account minimum: $500,000
Main office
Clayton MO
Advisors at this office
2
Most active in
Illinois · Missouri
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.
Forms ADV
Advisors at this firm
Brian W
CFP®, Series 63, Series 65
Clayton, MO
J. Loyd Capital Management, LLC
Brian Wieland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at J. Loyd Capital Management, LLC since 2015. He previously worked at Beckland Risk Management, LLC from 2010 to 2020. J. Loyd Capital Management provides discretionary investment management to individuals and high-net-worth clients, developing tailored portfolios based on client objectives and liquidity needs. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and incorporates derivatives and leverage strategies in separately managed accounts, distinguishing its approach from many similarly sized advisers.
Jason L
Series 63, Series 65
Clayton, MO
J. Loyd Capital Management, LLC
Jason Loyd is a financial advisor with J. Loyd Capital Management, LLC in Clayton, MO. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Loyd has been with J. Loyd Capital Management since 2014. J. Loyd Capital Management provides discretionary investment management to individuals and high net-worth clients, creating tailored portfolios based on client objectives, time horizons, and liquidity needs. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to guide asset allocation and security selection and employs derivatives and leverage strategies in separately managed accounts.
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