Firm
Cloyd Capital
Louisville, Kentucky
Fee-only
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | cloydcapital.com |
| Phone | (502) 418-2293 |
Cloyd Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $0 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 337743 |