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 organized as a corporation and SEC-registered in 2024. The firm is individually owned and positions itself as a wealth manager for individual and family clients, operating on a percentage-of-AUM fee model. Beyond discretionary portfolio management for individuals and small businesses, the firm provides financial planning, pension consulting, advisor selection, and educational workshops. It also operates as an insurance broker, which aligns with its use of annuity products. Boyer identifies as a capital allocator and does not report active ESG investing or multi-state adviser status.
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 3
Markus 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 57Active vs passive
$194M in ETFs
13%
$24.3M
77%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND GROWERS ETF (CGDG) | American Funds | Active | Global Large Stock Blend | $12M | 316,839 | 6.17% |
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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