BOYD CAPITAL
SEC RegisteredInvest Confidently: Know Why You Own, What You Own.
About the firm
Boyd Capital Management is an independent financial advisory firm based in Rochester, NY that believes financial success is born from education, intention, and implementation. The firm provides a full spectrum of wealth management and financial planning services to investors of every age, background, and situation, keeping clients' best interests at the forefront of its efforts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, education and college planning, tax strategies, insurance planning, employee benefits analysis, and estate planning.
Who they serve
Individuals and families across the country, including investors of every age, background, and situation, as well as entrepreneurs and businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 509 | $57M |
| High Net Worth Individuals | 23 | $51M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.25% |
| $250,001 - $1,000,000 | 1.00% |
| $1,000,001 and up | 0.75% |
Data as of January 3, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOYD CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.