Boyd Financial Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Auburn, MA. Its latest Form ADV filing, dated March 20, 2026, reports $140M in regulatory assets under management, 3 employees, 1 office, and 151 accounts.
Assets Under Management
$140M
Employees
3
Offices
1 office
Total Clients
149
Primary office
AUBURN, MA
319A SOUTHBRIDGE ST, STE 201, AUBURN, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
108
2
HNWI
27.5%
41
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of March 20, 2026
Discretionary99.4%
$139M
99% of total RAUM99.4%
Non-discretionary0.6%
$798K
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$140M
Total Accounts151
10Y AUM Change+$20M (+16.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee50:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.