# Brian Lloyd

> Brian Lloyd is a fee-only financial advisor at Painted Porch Advisors in Santa Barbara, California. Painted Porch Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-lloyd/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Painted Porch Advisors
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $571.9M across 806 accounts
- **CRD:** 2917103 (https://adviserinfo.sec.gov/individual/summary/2917103)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.paintedporchadvisors.com

## Frequently asked questions

### Is Brian Lloyd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Painted Porch Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Painted Porch Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brian Lloyd based?

Brian Lloyd is based in Santa Barbara, California.

### Is Brian Lloyd registered with the SEC?

Yes. Brian Lloyd is registered as an investment adviser representative in CA and TX (CRD 2917103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Painted Porch Advisors manage?

Painted Porch Advisors reports $571.9M across 806 accounts in assets under management.

### How do I contact Brian Lloyd?

Through Brian's website, www.paintedporchadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2917103): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://paintedporchadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.