Chris Lloyd
Lloyds Intrepid LLC · Spring, Texas
Chris Lloyd is a fee-only financial advisor at Lloyds Intrepid LLC in Spring, Texas, who holds the CFP credential. Lloyds Intrepid LLC reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Lloyds Intrepid LLC |
|---|---|
| Based in | Spring, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $61.3M across 134 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6470971 |
| Exams passed | Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How Chris's firm compares
- Lloyds Intrepid LLC's average account is about $458,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about Chris
Is Chris Lloyd a fee-only financial advisor?
Yes. Chris Lloyd is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris's firm, Lloyds Intrepid LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Chris Lloyd based?
Chris Lloyd is based in Spring, Texas.
What credentials does Chris Lloyd hold?
Chris Lloyd holds the CFP credential.
Is Chris Lloyd registered with the SEC?
Yes. Chris Lloyd is registered as an investment adviser representative in TX (CRD 6470971), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lloyds Intrepid LLC manage?
Lloyds Intrepid LLC reports $61.3M across 134 accounts in assets under management.
How do I contact Chris Lloyd?
Contact details aren't on file yet. Search for Lloyds Intrepid LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Spring
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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