NEWPORT BEACH, CACRD 331868Latest ADV March 27, 2026
Boyer Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 27, 2026, reports $167M in regulatory assets under management, 7 employees, and 520 accounts.
Assets Under Management
$167M
Employees
7
Offices
--
Total Clients
226
Primary office
NEWPORT BEACH, CA
4063 BIRCH ST., SUITE 150, NEWPORT BEACH, CA, United States
Top client segmentIndividuals represent 70.8% of total clients.
Top client categories% of clientsClients
1
Individuals
70.8%
160
2
HNWI
29.2%
66
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 27, 2026
Discretionary100.0%
$167M
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$167M
Total Accounts520
10Y AUM Change+$167M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee32:1
10Y Employee Change+2 (+40.0%)
* 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.