Dickmeyer Boyce Financial Management, Inc

RIASEC RegisteredEst. 2005

Total AUM

$439M

Discretionary

$439M

100% of AUM

Avg account

$350K

Accounts

1,253

Employees

Advisory reps

Firm details

Headquarters: Fort Wayne, Indiana
CRD number: 124281
Registered since: August 11, 2005
Website: dickmeyerboyce.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.59%
Individuals19.19%
Charitable Organizations3.21%
Pension & Profit Sharing Plans2.92%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dickmeyer Boyce Financial Management, Inc. is an independent, privately owned registered investment adviser founded in 2005 that serves both individual/family and institutional clients. The firm provides fee-based financial planning and portfolio management for individuals, small businesses and institutions, and offers pension consulting and educational seminars. Fees are charged as a percentage of assets under management, by the hour, or as fixed fees. FINTRX flags the firm as not actively pursuing ESG investment mandates and not organized as a multi-state adviser. The firm has been recognized in industry coverage, appearing on FA Magazine’s list of Top RIA Firms in 2020. Advisory activity centers on traditional planning and discretionary portfolio management rather than capital allocation or launching proprietary funds.