Fee-only adviser · The Woodlands, TX
Lloyds Intrepid Wealth Management
Lloyds Intrepid Wealth Management is a fee-only investment adviser registered with the securities regulators of Louisiana, Texas, with its main office in The Woodlands, Texas. On its latest Form ADV, filed October 30, 2026, it reports $69M in regulatory assets under management, 41 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, Texas |
|---|---|
| Firm CRD number | 307839 |
| Office | 1330 Lake Robbins DR Suite 560 The Woodlands, TX 77380 |
| Phone | (281) 886-3039 |
| Website | www.lloydsintrepid.com |
| Regulatory assets under management | $69M ($69M discretionary) |
| Individual clients | 16 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in The Woodlands
- Rhame & Gorrell Wealth Management $1.4B
- Diamond Client Group, LLC $186M
- Avion Wealth $985M
- Ias Wealth Management, Inc. $589M
- The Sum $551M
- White Wing Wealth Management, LLC $183M
See all 29 fee-only advisers in The Woodlands →
Nearby
- Shenandoah 1 firm
- Woodlands 1 firm
- Spring 3 firms
- Tomball 1 firm
- Kingwood 3 firms
- Montgomery 3 firms
- Cypress 2 firms
- Houston 157 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Lloyds Intrepid Wealth Management? Update this listing.