Cocoa, FL Office

Updated today

Lloyd Financial Group LLC

Supported

Firm-wide stats for Lloyd Financial Group LLC

Total advisors

Across 2 offices

Clients per advisor

10 Very Low

Avg AUM per client

$993,096 High

HNW client ratio

25% Typical

About

The firm offers discretionary investment management and financial planning to individuals, high‑net‑worth individuals, trusts, and estates, reporting roughly $19.86 million in assets under management for about 20 clients. Services include customized portfolio construction, ongoing supervision, and advice relating to retirement accounts and rollovers.

Investment approach emphasizes a long‑term orientation and fundamental analysis, using low‑cost mutual funds and ETFs supplemented by individual stocks or bonds when appropriate, and reallocating positions as client objectives or market conditions dictate. The firm also recommends and monitors unaffiliated independent managers through an institutional custody platform and provides written financial plans or consultations for specified engagements.

Noteworthy distinctions include an affiliated insurance entity through which firm principals are licensed to sell insurance products and may receive commissions, a relationship the brochure identifies as a potential conflict of interest. The firm is recently formed and operates with a small, two‑advisor team supported by an experienced chief investment professional, manages client assets on a fully discretionary basis, and does not accept custody of client assets beyond fee‑debit arrangements.

Based on Lloyd Financial Group LLC

Expertise

General retirement planning

Based on Lloyd Financial Group LLC

Location

Cocoa FL

Advisors at this office

Colin S

CFA®, Series 65

Cocoa, FL

Lloyd Financial Group LLC

Colin Symons is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Lloyd Financial Group LLC, where he has worked since 2025. Prior to this, he was with Symons Capital Management, Inc. for 24 years and also spent time at Strategic Wealth Partners, Ltd. from 2021 to 2023. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, while acting as a fiduciary and overseeing client portfolios with tailored strategies.

General retirement planning

View complete list of advisors at this office

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