Boyer Financial Services, Inc.

RIASEC Registered
Total AUM
$167M
Discretionary
$167M
100% of AUM
Avg account
$321K
Accounts
520
Employees
7
Advisory reps
4

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

FINTRX

Overview

Boyer Financial Services, Inc. is an independent, corporate-structured registered investment adviser that began SEC registration in 2024. The firm is owned by an individual and focuses on serving individual and family clients through advisory relationships billed as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. Boyer also operates as an insurance broker, and the firm describes itself as a capital allocator, indicating it places client capital with third-party managers in addition to managing portfolios in-house. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Public Funds/Mutual Funds 92%, Exchange Traded Equities 7%, Cash & Cash Equivalents 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 62

Active vs passive

$199M in ETFs

Passive

12%

$24.3M

Active

75%

$175M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP DIVIDEND GROWERS ETF (CGDG)Capital GroupActiveGlobal Large Stock Blend$12M323,5696.02%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth