DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••• F•••••••• S••••••••• I•••
Latest filing Mar 20, 2026
First filing on the tape Nov 8, 2011 · 15 filings
SEC status approved since May 13, 2022
RAUM
$140M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
97%
$135M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$46.5M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$140M as of Mar 20, 2026
Apr 2, 2012$60.9M then
HNW client RAUM$107M as of Mar 20, 2026
Mar 29, 2023$61.9M then
State-registered IARs (5.B.3)3 as of Mar 20, 2026
Apr 2, 20120 then
Employees (5.A)3 as of Mar 20, 2026
Mar 29, 20233 then
Private funds: no history
RAUM +15% over the last fiscal year+13% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $46.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 50derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $924,448derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -20%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$107M76%
- Individuals$28.4M20%
- Charitable organizations$3.7M2.6%
- Pension and profit-sharing plans$797,9600.6%
- Individual clients
- 108reported
- HNW clients
- 41reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 151reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• R••••• B•••Certified Financial Planner | Worcester, Ma | Apr 11, 1996 | 41 y | 0 |
| P•••• A••••• B•••Chartered Financial Consultant | Auburn, Ma | Apr 29, 2009 | 18 y | 0 |
| J••• P•••••• B••• | Round Rock, Tx | Apr 2, 2024 | 19 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- J••••••• L•••• S•••• to C••• P• S•••• • C••• L••Feb 20, 2007 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••• J•••• R••••• · Vp/Treasurer/Chief Compliance Officercontrolsince 12/1995 · owns 10% to 25%
- B•••• P••••• A••••• · Chief Executive Officercontrolsince 01/2023 · owns less than 5%
- B•••• R••••••••• A•••• · Ownersince 08/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Auburn, Ma · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Mar 20, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $120,955,237 to $139,591,676, advisors 3 to 3, private clients 187 to 149, offices 1 to 1 (2025-03-07 to 2026-03-20)peers: independent wealth managers, $100M to $500M (5,678)
- HNW share shiftChange between filings · filing Mar 20, 2026HNW share of RAUM moved from 4.0% to 76.0% between the annual amendments of 2025-03-07 and 2026-03-20peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 162 to 151Oct 8, 2025 to Mar 20, 2026
- HNW clients · 28 to 41Oct 8, 2025 to Mar 20, 2026
- Individual clients · 159 to 108Oct 8, 2025 to Mar 20, 2026
- Discretionary RAUM · $120M to $139MOct 8, 2025 to Mar 20, 2026
- HNW RAUM · $4.3M to $107MOct 8, 2025 to Mar 20, 2026
- Individual RAUM · $113M to $28.4MOct 8, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $665,838 to $797,960Oct 8, 2025 to Mar 20, 2026
- Pension RAUM · $665,838 to $797,960Oct 8, 2025 to Mar 20, 2026
- RAUM · $121M to $140MOct 8, 2025 to Mar 20, 2026
- Accounts · 164 to 162Aug 12, 2024 to Mar 7, 2025
- Advisory employees · 2 to 3Aug 12, 2024 to Mar 7, 2025
- HNW clients · 20 to 28Aug 12, 2024 to Mar 7, 2025
- Individual clients · 141 to 159Aug 12, 2024 to Mar 7, 2025
- Commission compensation · true to falseAug 12, 2024 to Mar 7, 2025
- Financial planning clients · 11-25 to 1-10Aug 12, 2024 to Mar 7, 2025
- State-registered IARs · 2 to 3Aug 12, 2024 to Mar 7, 2025
- Other offices · 0 to 1Aug 12, 2024 to Mar 7, 2025
- Discretionary RAUM · $109M to $120MAug 12, 2024 to Mar 7, 2025
- HNW RAUM · $65.8M to $4.3MAug 12, 2024 to Mar 7, 2025
- Individual RAUM · $40.4M to $113MAug 12, 2024 to Mar 7, 2025
- Non-discretionary RAUM · $539,522 to $665,838Aug 12, 2024 to Mar 7, 2025
- Pension RAUM · $539,522 to $665,838Aug 12, 2024 to Mar 7, 2025
- RAUM · $109M to $121MAug 12, 2024 to Mar 7, 2025
- Accounts · 168 to 164Jul 25, 2023 to Mar 19, 2024
- HNW clients · 25 to 20Jul 25, 2023 to Mar 19, 2024
- Individual clients · 140 to 141Jul 25, 2023 to Mar 19, 2024
- Financial planning clients · 1-10 to 11-25Jul 25, 2023 to Mar 19, 2024
- Discretionary RAUM · $97.3M to $109MJul 25, 2023 to Mar 19, 2024
- HNW RAUM · $61.9M to $65.8MJul 25, 2023 to Mar 19, 2024
- Individual RAUM · $33.3M to $40.4MJul 25, 2023 to Mar 19, 2024
- Non-discretionary RAUM · $408,672 to $539,522Jul 25, 2023 to Mar 19, 2024
- Pension RAUM · $408,672 to $539,522Jul 25, 2023 to Mar 19, 2024
- RAUM · $97.7M to $109MJul 25, 2023 to Mar 19, 2024
- Accounts · 165 to 168Apr 28, 2022 to Mar 29, 2023
- Advisory employees · 3 to 2Apr 28, 2022 to Mar 29, 2023
- HNW clients · 31 to 25Apr 28, 2022 to Mar 29, 2023
- Individual clients · 133 to 140Apr 28, 2022 to Mar 29, 2023
- Pension plan clients · 1.0 to unsetApr 28, 2022 to Mar 29, 2023
- Employees · 4 to 3Apr 28, 2022 to Mar 29, 2023
- Financial planning clients · 51-100 to 1-10Apr 28, 2022 to Mar 29, 2023
Signals
2 dated events
- Andrew Peter B••• (Chief Executive Officer) appeared on Schedule A of B••• F•••••••• S••••••••• I•••Jul 25, 2023 · Control person joined · fact
- B••• F•••••••• S••••••••• I••• filed its initial SEC registration (Form ADV)Apr 13, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- j•••••••@b•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- j••••@b•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 508-754-3226reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/boyd-financial-services-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- B•••STRATEGY.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (508) 754-3226reportedpublic record, Form ADV, Mar 20, 2026
- Contact form
- b•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $46.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026