Boyd Capital

RIASEC Registered

Total AUM

$168M

Discretionary

$148M

88% of AUM

Avg account

$599K

Accounts

281

Employees

Advisory reps

Firm details

Headquarters: Rochester, New York
CRD number: 312070
Registered since: February 12, 2021
Website: www.boydcapital.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI76.5%
Individuals23.5%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Boyd Capital is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm serves individual and family clients and functions as a capital allocator, combining advisory services with insurance brokerage capabilities. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Compensation is mixed: percentage-of-AUM fees alongside hourly and fixed fees plus commissions. Boyd Capital does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.