BOYER FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 331868
- Registered since
- June 28, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.44%
- Individuals19.97%
- Pension & Profit Sharing Plans2.2%
- Corporations / Businesses0.26%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Boyer Financial Services, Inc. is an independent registered investment adviser that positions itself as a fee-based wealth manager for individual and family clients. The firm is SEC-registered (2024) and owned by an individual principal. Its operating model combines portfolio management and financial planning with insurance brokerage activity; the listed advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, educational seminars/workshops, and pension consulting services. Boyer reports that it acts as a capital allocator and charges fees as a percentage of assets under management. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1John MacWillie
Chief Compliance OfficerCRD 7929201
Contacts
3 of 3MARKUS BOYER
AdminCRD 7175525
MARK BOYER
PresidentCRD 2502979
JASON JACOBI
Registered Principal, Wealth AdvisorCRD 6281494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$159M in ETFs
9%
$14.9M
82%
$144M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND GROWERS ETF (CGDG) | Capital Group | Active | Global Large Stock Blend | $10.7M | 297,169 | 6.72% |
Location
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 4063 Birch St
- Time zone
- PT (UTC-8)
- Office locations
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