A complete list of active advisors currently associated with J. Loyd Capital Management, LLC

Warmer can help you find a great advisor at J. Loyd Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at J. Loyd Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.