# Conner Cloyd

> Conner Cloyd is a fee-only financial advisor at Cloyd Capital in Louisville, Kentucky. Conner charges a percentage of assets (0.85% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Cloyd Capital
- **Based in:** Louisville, Kentucky
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.85% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $347K across 9 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, Early-career professionals
- **CRD:** 8127299 (https://adviserinfo.sec.gov/individual/summary/8127299)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.cloydcapital.com

## Frequently asked questions

### Is Conner Cloyd a fee-only financial advisor?

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

### How does Conner charge for financial advice?

Conner charges a percentage of assets.

### How much does Conner charge?

According to Cloyd Capital's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed; no asset minimum.

### Where is Conner Cloyd based?

Conner Cloyd is based in Louisville, Kentucky.

### What does Conner specialize in?

Conner's specialties include retirement planning and estate & legacy planning. Conner works with retirees, pre-retirees and early-career professionals.

### Is Conner Cloyd registered with the SEC?

Yes. Conner Cloyd is registered as an investment adviser representative in KY (CRD 8127299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cloyd Capital manage?

Cloyd Capital reports $347K across 9 accounts in assets under management.

### How do I contact Conner Cloyd?

Through Conner's website, www.cloydcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8127299): 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://www.cloydcapital.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.