Boyd Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, NY. Its latest Form ADV filing, dated January 3, 2025, reports $124M in regulatory assets under management, 3 employees, and 643 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.7% of total clients.
Top client categories% of clientsClients
1
Individuals
95.7%
509
2
HNWI
4.3%
23
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of January 3, 2025
Discretionary88.5%
$110M
88% of total RAUM88.5%
Non-discretionary11.5%
$14M
12% of total RAUM11.5%
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.
Total AUM$124M
Total Accounts643
10Y AUM Change+$124M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee177:1
10Y Employee Change+2 (+200.0%)
* 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.