Lloyd Bertrand Flood

Employer firm

Nicholas Hoffman & Company, LLC CRD 144516

$8.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → Present
  Nicholas Hoffman & Company, Llc
  Atlanta, GA
• 10/1995 → 01/2017
  Ing/Voya
  Atlanta, GA
• 02/2017 → 08/2017
  Not Employed
  Atlanta, GA

Other Businesses

Mr. Flood serves in a non-paid, volunteer role with First Presbyterian Atlanta Investment Management Committee assisting with top level portfolio strategy, performance review, manager oversight, and distributions. He became part of this group mid-year 2024 and spends approximately three hours per month on this activity. Committee meetings may be held during trading hours; however, due to the committee structure, use of an outside investment manager, and the long-term strategic nature of the portfolio, interference with his firm responsibilities is highly unlikely and will be monitored.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-18

Designations

• Chartered Financial Analyst

Other Names

• Lloyd Bertrand Flood