BOYD CAPITAL

RIASEC RegisteredEst. 2021

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 an LLC and registered with the SEC in 2021. The firm serves individual and family clients and operates as a capital allocator, combining fee-based portfolio management and financial planning with insurance brokerage. Its fee schedule is mixed: percentage of AUM plus options for hourly, fixed-fee engagements and commission-based services. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not positioned as a multi‑state adviser or pension consultant.