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Firm profile

Dickmeyer Boyce Financial Management, Inc.

FORT WAYNE, INCRD 124281Latest ADV February 26, 2026

Dickmeyer Boyce Financial Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Wayne, IN. Its latest Form ADV filing, dated February 26, 2026, reports $439M in regulatory assets under management, 8 employees, 1 office, and 1,253 accounts.

Assets Under Management
$439M
Employees
8
Offices
1 office
Total Clients
420
Primary office
FORT WAYNE, IN
6506 CONSTITUTION DRIVE, FORT WAYNE, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSara A. Stanski

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
278
2
HNWI
29.5%
124
3
Pension Plans
1.7%
7
4
Corporations
1.4%
6
5
Charitable
1.2%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$439Mas of February 26, 2026
Discretionary100.0%
$439M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$439M
Total Accounts1,253
10Y AUM Change+$284M (+182.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee53:1
10Y Employee Change+3 (+60.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.