Boyer Financial Services, Inc.

RIASEC Registered

Total AUM

$167M

Discretionary

$167M

100% of AUM

Avg account

$321K

Accounts

520

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 331868
Registered since: June 28, 2024
Website: boyerfs.com
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.