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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

CRD 288157

CEDAR PARK, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baf72670-e6c2-cea4-f526-a20d9cd36b38

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: May 10, 2021 to Aug 26, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $245MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $245M
Private client RAUM: $234MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $30.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 811
Individual clients: 186
High net worth clients: 78
SEC number: 801-121446
CRD: 288157
Filings on the tape: 18
First filed: May 10, 2021
Latest filed: Aug 26, 2026
Organised: Corporation, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC CHARLES BOYCE	Chartered Financial Analyst	CEDAR PARK, TX	9	30	6	no
Karl Van Reusen	Certified Financial Planner	CEDAR PARK, TX	8	14	2	no
Lindsey Dale Sharpe	n/a	CEDAR PARK, TX	8	12	1	no
JONATHAN MATHEW MCQUADE	Certified Financial Planner	CEDAR PARK, TX	7	12	4	no
THOMAS EDWARD KEMLER	Chartered Financial Analyst	CEDAR PARK, TX	7	40	1	no
Kelly Kristen Griggs	n/a	CEDAR PARK, TX	5	11	1	no
Ian Tate Kloc	Certified Financial Planner	CEDAR PARK, TX	4	14	n/a	no
SEAN MICHAEL PFEIFFER	n/a	CEDAR PARK, TX	1	18	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOYCE, ERIC, CHARLES	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	03/2017	May 10, 2021	Oct 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BOYCE & ASSOCIATES CONSULTING SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Austin	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$245M	$245M	8	6	1	n/a	n/a
2024	Feb 10, 2025	$194M	$194M	9	6	1	n/a	n/a
2023	Feb 22, 2024	$165M	$165M	8	7	1	n/a	n/a
2022	Jan 17, 2023	$148M	$148M	12	10	1	n/a	n/a
2021	Feb 15, 2022	$141M	$141M	11	10	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$245M	$194M	25.9%	$148M	18.3%	8	9	1	1

Relationships

Registered with (10)

← SEAN MICHAEL PFEIFFERAdvisorregistration: previous registration
Mar 1, 2021 to Oct 1, 2024factForm ADV
← Ian Tate KlocAdvisorregistration: current employment
Aug 30, 2022 to presentfactForm ADV
← Kelly Kristen GriggsAdvisorregistration: current employment
Nov 11, 2020 to presentfactForm ADV
← THOMAS EDWARD KEMLERAdvisorregistration: current employment
Sep 5, 2019 to presentfactForm ADV
← JONATHAN MATHEW MCQUADEAdvisorregistration: current employment
Nov 6, 2018 to presentfactForm ADV
← Lindsey Dale SharpeAdvisorregistration: current employment
Aug 15, 2018 to presentfactForm ADV
← Karl Van ReusenAdvisorregistration: current employment
May 7, 2018 to presentfactForm ADV
← ERIC CHARLES BOYCEAdvisorregistration: current employment
Jun 6, 2017 to presentfactForm ADV
← MICHAEL THOMAS GULKERAdvisorregistration: previous registration
Mar 30, 2023 to Dec 5, 2023factForm ADV
← JEFFREY CHARLES KIKELAdvisorregistration: previous registration
Jun 6, 2017 to Jan 3, 2023factForm ADV

Controls (1)

← BOYCE, ERIC, CHARLESOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 10, 2021 to Oct 22, 2024factForm ADV

Dated events

Occurred
Dec 5, 2023
Advisor changed firm
Michael Thomas Gulker left Boyce & Associates Wealth Consulting, Inc. for Cetera Investment Advisers Llc (registered 2023-05-08)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2023
Control person left
Charles Jeffrey Kikel (Member) no longer on Schedule A of Boyce & Associates Wealth Consulting, Inc. (listed 2022-11-18, absent 2023-01-17)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2023
Advisor changed firm
Jeffrey Charles Kikel left Boyce & Associates Wealth Consulting, Inc. for Freedom Day Wealth Management Llc (registered 2022-12-07)
Form ADVobserved 4 days ago
Occurred
May 10, 2021
First Form ADV filing
Bka Wealth Consulting, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:baf72670-e6c2-cea4-f526-a20d9cd36b38
First observed: May 10, 2021
Last observed: Aug 26, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

CRD 288157

CEDAR PARK, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baf72670-e6c2-cea4-f526-a20d9cd36b38

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC CHARLES BOYCE

Chartered Financial Analyst

CEDAR PARK, TX

Karl Van Reusen

Certified Financial Planner

CEDAR PARK, TX

Lindsey Dale Sharpe

n/a

CEDAR PARK, TX

JONATHAN MATHEW MCQUADE

Certified Financial Planner

CEDAR PARK, TX

THOMAS EDWARD KEMLER

Chartered Financial Analyst

CEDAR PARK, TX

Kelly Kristen Griggs

n/a

CEDAR PARK, TX

Ian Tate Kloc

Certified Financial Planner

CEDAR PARK, TX

n/a

SEAN MICHAEL PFEIFFER

n/a

CEDAR PARK, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYCE, ERIC, CHARLES

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

03/2017

May 10, 2021

Oct 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BOYCE & ASSOCIATES CONSULTING SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Austin

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$245M

n/a

2024

Feb 10, 2025

$194M

n/a

2023

Feb 22, 2024

$165M

n/a

2022

Jan 17, 2023

$148M

n/a

2021

Feb 15, 2022

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$245M

$194M

25.9%

$148M

18.3%