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
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.
Latest 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%)
* 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.