Robert Lloyd
Lloyds Intrepid Wealth Management · The Woodlands, Texas
Robert Lloyd is a fee-only financial advisor at Lloyds Intrepid Wealth Management in The Woodlands, Texas, who holds the CFA credential. Lloyds Intrepid Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Lloyds Intrepid Wealth Management |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $61.3M across 134 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4187061 |
| Exams passed | Series 63 (2000) · Series 66 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.lloydsintrepid.com |
How Robert's firm compares
- Lloyds Intrepid Wealth Management's average account is about $458,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about Robert
Is Robert Lloyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Lloyds Intrepid Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Lloyds Intrepid Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Lloyd based?
Robert Lloyd is based in The Woodlands, Texas.
What credentials does Robert Lloyd hold?
Robert Lloyd holds the CFA credential.
Is Robert Lloyd registered with the SEC?
Yes. Robert Lloyd is registered as an investment adviser representative in TX (CRD 4187061), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lloyds Intrepid Wealth Management manage?
Lloyds Intrepid Wealth Management reports $61.3M across 134 accounts in assets under management.
How do I contact Robert Lloyd?
Through Robert's website, www.lloydsintrepid.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
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
- 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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