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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

ERIC CHARLES BOYCE

Advisor at BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

CEDAR PARK, TX

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Search this name across graphsid dfx:ria:d264251e-d8e1-c800-48e2-849d601ad170

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Oct 12, 2001 to Sep 14, 2026

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

Current firm: BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 23, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66|S63
First exam: Jan 23, 1996
First registration: Oct 12, 2001
Dual registered: no
Other names: ERIC CHARLES BOYCE|ERIC CHARLES BOYCE|ERIC C BOYCE
IAPD individual key: 1925789

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.	Independent wealth	Jun 6, 2017	n/a	yes	CEDAR PARK, TX	Current employment
INTEGRATED WEALTH STRATEGIES, LLC	Independent wealth	Jul 28, 2016	Jun 9, 2017	no	AUSTIN, TX	Previous registration
MCDONALD CAPITAL MANAGEMENT	Independent wealth	Dec 3, 2014	Apr 13, 2016	no	AUSTIN, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 8, 2013	May 1, 2014	no	AUSTIN, TX	Previous registration
LUTHER KING CAPITAL MANAGEMENT CORPORATION	Mixed wealth	Jan 7, 2013	Apr 15, 2013	no	FORT WORTH, TX	Previous registration
HESTER CAPITAL MANAGEMENT, L.L.C.	Former SEC adviser	Oct 16, 2003	Feb 4, 2013	no	AUSTIN, TX	Previous registration
THE PENN INVESTMENT GROUP INC.	n/a	Oct 12, 2001	Jul 30, 2003	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRATED WEALTH STRATEGIES, LLC	BOYCE & ASSOCIATES WEALTH CONSULTING, INC.	Jun 9, 2017	Jun 6, 2017	-3	Firm change	RIA to RIA
MCDONALD CAPITAL MANAGEMENT	INTEGRATED WEALTH STRATEGIES, LLC	Apr 13, 2016	Jul 28, 2016	106	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MCDONALD CAPITAL MANAGEMENT	May 1, 2014	Dec 3, 2014	216	Firm change	Other
LUTHER KING CAPITAL MANAGEMENT CORPORATION	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 15, 2013	Jul 8, 2013	84	Firm change	Other
HESTER CAPITAL MANAGEMENT, L.L.C.	LUTHER KING CAPITAL MANAGEMENT CORPORATION	Feb 4, 2013	Jan 7, 2013	-28	Firm change	Other
THE PENN INVESTMENT GROUP INC.	HESTER CAPITAL MANAGEMENT, L.L.C.	Jul 30, 2003	Oct 16, 2003	78	Firm change	Other

Relationships

Registered with (7)

→ BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Registered adviserregistration: current employment
Jun 6, 2017 to presentfactForm ADV
→ INTEGRATED WEALTH STRATEGIES, LLCRegistered adviserregistration: previous registration
Jul 28, 2016 to Jun 9, 2017factForm ADV
→ MCDONALD CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Dec 3, 2014 to Apr 13, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 8, 2013 to May 1, 2014factForm ADV
→ LUTHER KING CAPITAL MANAGEMENT CORPORATIONRegistered adviserregistration: previous registration
Jan 7, 2013 to Apr 15, 2013factForm ADV
→ HESTER CAPITAL MANAGEMENT, L.L.C.Registered adviserregistration: previous registration
Oct 16, 2003 to Feb 4, 2013factForm ADV
→ THE PENN INVESTMENT GROUP INC.Registered adviserregistration: previous registration
Oct 12, 2001 to Jul 30, 2003factForm ADV

Dated events

No dated event names this entity yet.