Floyd Capital Management, LLC (Murrells Inlet)


Floyd Capital Management, LLC is an adviser based in Murrells Inlet. It manages $34.1 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and South Carolina.

Floyd Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Floyd Capital Management: assets under management

The assets under management (AUM) of Floyd Capital Management, LLC is $34.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $682 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Floyd Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Murrells Inlet

The principal office where Floyd Capital Management, LLC performs its advisory services is located at 4536 Richmond Hill Drive, Murrells Inlet, SC 29576, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-357-3700 or by fax 843-357-3701. The normal business hours are 9:00am - 5:00pm on Monday - Friday.