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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

CRD 124281

FORT WAYNE, IN

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:fb15864b-bdb5-d1f6-ab27-39feddf65a73

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 5, 2012 to Feb 26, 2026
24 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=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $439MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $439M
Private client RAUM: $411MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $110Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,253
Individual clients: 278
High net worth clients: 124
Custody, client assets: $106M
SEC number: 801-64585
CRD: 124281
Filings on the tape: 24
First filed: Mar 5, 2012
Latest filed: Feb 26, 2026
Organised: Corporation, IN

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
DAVID ANDREW DICKMEYER	n/a	FORT WAYNE, IN	23	24	n/a	no
IAN DA COSTA BOYCE	Certified Financial Planner	FORT WAYNE, IN	22	23	1	no
ANDREW D LANPHEAR	n/a	Fort Wayne, IN	7	10	n/a	no
Max David Dickmeyer	n/a	FORT WAYNE, IN	6	10	n/a	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, IAN, DA COSTA	PRINCIPAL OWNER, CHIEF COMPLIANCE OFFICER (CCO)	C	yes	02/2004	Mar 5, 2012	Sep 13, 2024
DICKMEYER, DAVID, ANDREW	PRINCIPAL OWNER	C	yes	11/2002	Mar 5, 2012	Sep 13, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Wauwatosa	Wi	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	Feb 26, 2026	$439M	$439M	8	7	1	n/a	n/a
2024	Mar 26, 2025	$373M	$373M	8	7	1	n/a	n/a
2023	Mar 15, 2024	$323M	$319M	8	7	1	n/a	n/a
2022	Mar 27, 2023	$275M	$275M	8	7	1	n/a	n/a
2021	Mar 21, 2022	$296M	$296M	8	7	1	n/a	n/a
2020	Mar 19, 2021	$237M	$237M	7	6	1	n/a	n/a
2019	Mar 9, 2020	$219M	$219M	7	6	0	n/a	n/a
2018	Mar 18, 2019	$177M	$177M	7	6	0	n/a	n/a
2017	Mar 30, 2018	$180M	$180M	6	5	0	n/a	n/a
2016	Mar 14, 2017	$155M	$155M	5	5	n/a	n/a	n/a
2015	Mar 29, 2016	$263M	$263M	4	4	n/a	n/a	n/a
2014	Apr 2, 2015	$176M	$176M	4	4	n/a	n/a	n/a
2013	Mar 28, 2014	$142M	$142M	4	4	n/a	n/a	n/a
2012	Apr 1, 2013	$122M	$122M	4	4	n/a	n/a	n/a
2011	Mar 5, 2012	$85.0M	$85.0M	n/a	n/a	n/a	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	0

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	$439M	$373M	17.7%	$275M	16.9%	8	8	1	1

Relationships

Registered with (6)

← Max David DickmeyerAdvisorregistration: current employment
Aug 29, 2020 to presentfactForm ADV
← ANDREW D LANPHEARAdvisorregistration: current employment
Oct 25, 2018 to presentfactForm ADV
← IAN DA COSTA BOYCEAdvisorregistration: current employment
Mar 3, 2004 to presentfactForm ADV
← DAVID ANDREW DICKMEYERAdvisorregistration: current employment
Dec 9, 2002 to presentfactForm ADV
← JEFFREY KEITH PRESLEYAdvisorregistration: previous registration
May 21, 2012 to Dec 8, 2016factForm ADV
← MICHAEL BRADY MCARDLEAdvisorregistration: previous registration
Mar 8, 2005 to Jun 13, 2005factForm ADV

Controls (2)

← BOYCE, IAN, DA COSTAOwnerPRINCIPAL OWNER, CHIEF COMPLIANCE OFFICER (CCO), ownership code C, individual
Mar 5, 2012 to Sep 13, 2024factForm ADV
← DICKMEYER, DAVID, ANDREWOwnerPRINCIPAL OWNER, ownership code C, individual
Mar 5, 2012 to Sep 13, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb15864b-bdb5-d1f6-ab27-39feddf65a73
First observed: Mar 5, 2012
Last observed: Feb 26, 2026 6 months 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.

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

CRD 124281

FORT WAYNE, IN

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:fb15864b-bdb5-d1f6-ab27-39feddf65a73

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID ANDREW DICKMEYER

n/a

FORT WAYNE, IN

n/a

IAN DA COSTA BOYCE

Certified Financial Planner

FORT WAYNE, IN

ANDREW D LANPHEAR

n/a

Fort Wayne, IN

n/a

Max David Dickmeyer

n/a

FORT WAYNE, IN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYCE, IAN, DA COSTA

PRINCIPAL OWNER, CHIEF COMPLIANCE OFFICER (CCO)

yes

02/2004

Mar 5, 2012

Sep 13, 2024

DICKMEYER, DAVID, ANDREW

PRINCIPAL OWNER

yes

11/2002

Mar 5, 2012

Sep 13, 2024

City

State

Country

Employees

Also broker-dealer

Wauwatosa

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$439M

n/a

2024

Mar 26, 2025

$373M

n/a

2023

Mar 15, 2024

$323M

$319M

n/a

2022

Mar 27, 2023

$275M

n/a

2021

Mar 21, 2022

$296M

n/a

2020

Mar 19, 2021

$237M

n/a

2019

Mar 9, 2020

$219M

n/a

2018

Mar 18, 2019

$177M

n/a

2017

Mar 30, 2018

$180M

n/a

2016

Mar 14, 2017

$155M

n/a

2015

Mar 29, 2016

$263M

n/a

2014

Apr 2, 2015

$176M

n/a

2013

Mar 28, 2014

$142M

n/a

2012

Apr 1, 2013

$122M

n/a

2011

Mar 5, 2012

$85.0M

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

$439M

$373M

17.7%

$275M

16.9%