David Lloyd
Century Management Financial Advisors · Austin, Texas
David Lloyd is a fee-only financial advisor at Century Management Financial Advisors in Austin, Texas, who holds the CFP credential. David focuses on retirement planning, estate & legacy planning and tax planning. Century Management Financial Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
Request an introduction to David →
Specialties
Who they serve
- Founders
Facts
| Firm | Century Management Financial Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $679.5M across 737 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2579987 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | centman.com |
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Lloyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Century Management Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Century Management Financial Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is David Lloyd based?
David Lloyd is based in Austin, Texas.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation, divorce financial planning and small business owners. David works with founders.
What credentials does David Lloyd hold?
David Lloyd holds the CFP credential.
Is David Lloyd registered with the SEC?
Yes. David Lloyd is registered as an investment adviser representative in CO and TX (CRD 2579987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Century Management Financial Advisors manage?
Century Management Financial Advisors reports $679.5M across 737 accounts in assets under management.
How do I contact David Lloyd?
Through David's website, centman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Century Management Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.