Boyer Financial Services, Inc.
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
FINTRXOverview
Boyer Financial Services, Inc. is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its service mix combines investment advisory work with insurance brokerage: stated advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. Boyer identifies as an allocator to external managers rather than an active ESG investor and does not operate as a multi-state RIA.
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
Jason Jacobi
Registered Principal, Wealth AdvisorCRD 6281494
Mark Boyer
PresidentCRD 2502979
Markus Boyer
AdminCRD 7175525
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) | Capital Group | 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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