Boyce & Associates Wealth Consulting, Inc.

RIASEC Registered
Total AUM
$245M
Discretionary
$245M
100% of AUM
Avg account
$302K
Accounts
811
Employees
8
Advisory reps
8

Firm details

Headquarters
Cedar Park, Texas
CRD number
288157
Registered since
June 10, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.94%
  • Individuals18.9%
  • Pension & Profit Sharing Plans3.92%
  • Corporations / Businesses0.24%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Boyce & Associates Wealth Consulting, Inc. is an independent registered investment adviser that began SEC registration in 2021. The firm is organized as a corporation and is owned by an individual. Its client base includes both individuals and families as well as institutional clients. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Revenue is generated through a mix of percentage-of-AUM and fixed-fee arrangements. The firm also conducts insurance brokerage and other financial product sales as part of its business activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Other 24%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%74%
  • Exchange Traded Equities74%
  • Other24%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Eric Boyce

    Eric Boyce

    CEO & Co-FounderCRD 1925789

Contacts

3 of 7
  • Jonathan Mcquade

    Jonathan Mcquade

    Senior Wealth ManagerCRD 5677776

  • Lindsey Sharpe

    Lindsey Sharpe

    Vice President, Financial Planning ManagerCRD 5273386

  • Karl Van Reusen

    Karl Van Reusen

    Senior Wealth ManagerCRD 6057622

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 70

Active vs passive

$159M in ETFs

Passive

56%

$88.2M

Active

41%

$70.7M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW)Wisdom TreePassiveLarge Blend$18M184,94011.32%

Location

Primary office

Cedar Park, TX

Williamson

Location

Cedar Park, TX

Headquartered in Cedar Park, TX, in the South of the United States.

Region
South
County
Williamson
Address
3109 Kenai Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth