Lloyd Caudle
Martel Wealth Advisors · Vancouver, Washington
Lloyd Caudle is a fee-only financial advisor at Martel Wealth Advisors in Vancouver, Washington. Lloyd focuses on physicians & residents, small business owners and retirement planning. Martel Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Martel Wealth Advisors |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.46B across 2,787 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4689423 |
| Exams passed | Series 63 (2004) · Series 65 (2015) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.martelwealthadvisors.com |
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Questions about Lloyd
Is Lloyd Caudle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lloyd holds no broker registration, and Martel Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lloyd charge for financial advice?
Lloyd's firm, Martel Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Lloyd Caudle based?
Lloyd Caudle is based in Vancouver, Washington.
What does Lloyd specialize in?
Lloyd's specialties include physicians & residents, small business owners and retirement planning. Lloyd works with physicians.
Is Lloyd Caudle registered with the SEC?
Yes. Lloyd Caudle is registered as an investment adviser representative in WA (CRD 4689423), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martel Wealth Advisors manage?
Martel Wealth Advisors reports $1.46B across 2,787 accounts in assets under management.
How do I contact Lloyd Caudle?
Through Lloyd's website, www.martelwealthadvisors.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
- Martel Wealth 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.
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