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Managing Member and Chief Compliance Officer · Painted Porch Advisors LLC

Brian D. Lloyd

CRD 2917103 · Named on Form ADV at one SEC-registered adviser

At a glance

Painted Porch Advisors LLC, an SEC-registered wealth manager based in Santa Barbara, CA with $572 million in regulatory assets, lists Brian D. Lloyd on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Painted Porch Advisors LLCManaging Member and Chief Compliance OfficerWealth manager · Santa Barbara, CA · $572M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.