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
M••••••••• C••••••• L••
Latest filing Aug 11, 2026
First filing on the tape Jun 23, 2015 · 53 filings
SEC status approved since Mar 2, 2017
RAUM
$397M
reported, Item 5.F
Discretionary
42%
of RAUM
Private clients
100%
$397M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$36.1M
derived; firm RAUM over IAPD count
Employees
15
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$397M as of Aug 11, 2026
Mar 28, 2016$74.0M then
HNW client RAUM$253M as of Aug 11, 2026
Feb 13, 2018$15.0M then
State-registered IARs (5.B.3)8 as of Aug 11, 2026
Mar 28, 20163 then
Employees (5.A)15 as of Aug 11, 2026
Mar 28, 201610 then
Private funds: no history
RAUM +34% over the last fiscal year+30% a year over threeIARs 7 to 8offices 0 to 1
Practice profile
derived from the filing of Aug 11, 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
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $36.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 68derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $232,265derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 42%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 5.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +20%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- $397MreportedItem 5.I
- Custody
- $111M, 294 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$253M64%
- Individuals$144M36%
- Individual clients
- 633reported
- HNW clients
- 111reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,709reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $111M for 294 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=7.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| I••••• Z• M••••••••• | Newport Beach, Ca | Aug 5, 2015 | 30 y | 4 |
| M•••••• L•• R•••••••• | Newport Beach, Ca | Aug 29, 2019 | 17 y | 5 |
| D•••• A••••• B•••• | Newport Beach, Ca | Jul 20, 2023 | 31 y | 1 |
| G••••• N•••••• G••••• | Newport Beach, Ca | Jan 3, 2024 | 35 y | 4 |
| N••• A•••••• S••• | Newport Beach, Ca | Sep 27, 2024 | 10 y | 1 |
| J•••••• D•••• B•••••• | Cypress, Ca | Nov 21, 2025 | 28 y | 3 |
| M••••• J•••••• L••••••• | Newport Beach, Ca | Jan 2, 2026 | 34 y | 5 |
| C•••••••• C•••••• | Newport Beach, Ca | Mar 2, 2026 | 10 y | 2 |
| D••••• N•••••Certified Financial Planner | Culver City, Ca | Mar 18, 2026 | 19 y | 2 |
| B•••• W•••••• F••••Chartered Financial Analyst | Newport Beach, Ca | Jun 3, 2026 | 13 y | 0 |
| G•••••• J• J••••• | Excondido, Ca | Jun 15, 2026 | 10 y | 1 |
Advisor movement
2 left, 5 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 18% of current headcount4 left over 36 months
Left, latest
- B•••• K•••••• A•••••••• to V••••••••• A••••••• S•••••••Feb 17, 2026 · RIA to affiliated broker-dealer or bank
- J•••• B•••• V•••••• to C•••••• C•••••• M••••••••• A•••••••• L••Dec 12, 2025 · RIA to RIA
- S•••• E••••• B•••••• to L•• F•••••••• L••Aug 25, 2025 · RIA to affiliated broker-dealer or bank
- J•• P••••••• to C•••••••• G••••• M•••••• I•••Dec 8, 2023 · RIA to affiliated broker-dealer or bank
- M••••••• M••••••• E•• to C••• F•••••••• S•••••••• L•••Apr 17, 2023 · RIA to affiliated broker-dealer or bank
- H••••• G••••• to M•• I•••••••• S•••••••• L••Feb 19, 2021 · RIA to affiliated broker-dealer or bank
- K••• L•• to J••• M••••• P•••••• W••••• A••••••• L••Feb 10, 2020 · RIA to affiliated broker-dealer or bank
- K•• T•••• D••• to L•• F•••••••• L••Jul 8, 2019 · RIA to affiliated broker-dealer or bank
- I••••• A•••••••• R••• to L••••• W••••• A•••••••• L••Jan 2, 2018 · Other
Joined, latest
- G•••••• J• J••••• from F•••••• W•••••Jun 15, 2026 · Other
- D••••• N••••• from T•• G••••••• G••••• L••Mar 18, 2026 · Other
- C•••••••• C•••••• from S•••••••• A••••••• L••Mar 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- M••••• J•••••• L••••••• from W••••• M••••••••• S••••••••• L••Jan 2, 2026 · RIA to RIA
- J•••••• D•••• B•••••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Nov 21, 2025 · Affiliated broker-dealer or bank to independent RIA
- J•••• B•••• V•••••• from C•••••• C•••••• M••••••••• A•••••••• L••Jan 14, 2025 · RIA to RIA
- N••• A•••••• S••• from O•••• F•• I•••Sep 27, 2024 · Affiliated broker-dealer or bank to independent RIA
- S•••• E••••• B•••••• from C••••• I••••••••• A••••••• L••Feb 6, 2024 · Affiliated broker-dealer or bank to independent RIA
- G••••• N•••••• G••••• from B••• G••••• • C••••••• I•••Jan 3, 2024 · RIA to RIA
- D•••• A••••• B•••• from W•••• F•••• A•••••••Jul 20, 2023 · Wirehouse to independent RIA
- M••••••• M••••••• E•• from C•••••••• G••••• M•••••• I•••Dec 15, 2020 · Affiliated broker-dealer or bank to independent RIA
- J•• P••••••• from W•••• F•••• A•••••••Sep 17, 2019 · Wirehouse to independent RIA
- M•••••• L•• R•••••••• from T••••••••• F•••••••• A•••••••• L••Aug 29, 2019 · Affiliated broker-dealer or bank to independent RIA
- H••••• G••••• from T•• R••••••••• G••••• L••Aug 27, 2019 · RIA to RIA
- K•• T•••• D••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Nov 17, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M•••••• A•••••• A•••• · Membercontrolsince 08/2016 · owns 50% to 75%
- M••••••••• I•••••• Z• · Member And Chief Compliance Officercontrolsince 07/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
- A•• I•••••••• I••••••••real estaten
- A••• T•• • E••••• P•••••••• L••insurancey
- B••••••• S••••••• P•••••••• I•••broker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newport Beach, Ca · principal | 11 | 6 | 1 | ||
| Los Angeles, Ca | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Other offices · 0 to 1Feb 27, 2026 to May 28, 2026
- Accounts · 1,245 to 1,709Dec 4, 2025 to Feb 27, 2026
- Advisory employees · 7 to 8Dec 4, 2025 to Feb 27, 2026
- BD registered reps · 8 to 7Dec 4, 2025 to Feb 27, 2026
- HNW clients · 72 to 111Dec 4, 2025 to Feb 27, 2026
- Individual clients · 550 to 633Dec 4, 2025 to Feb 27, 2026
- Assets in custody · $144M to $111MDec 4, 2025 to Feb 27, 2026
- Employees · 9 to 15Dec 4, 2025 to Feb 27, 2026
- State-registered IARs · 7 to 8Dec 4, 2025 to Feb 27, 2026
- Discretionary RAUM · $94.6M to $166MDec 4, 2025 to Feb 27, 2026
- HNW RAUM · $157M to $253MDec 4, 2025 to Feb 27, 2026
- Individual RAUM · $139M to $144MDec 4, 2025 to Feb 27, 2026
- Non-discretionary RAUM · $202M to $231MDec 4, 2025 to Feb 27, 2026
- RAUM · $296M to $397MDec 4, 2025 to Feb 27, 2026
- Advisory activities · 2 to 3Feb 26, 2025 to Nov 19, 2025
- Financial planning clients · 0 to 0Feb 26, 2025 to Nov 19, 2025
- Accounts · 1,287 to 1,245Jan 9, 2025 to Feb 26, 2025
- Advisory employees · 4 to 7Jan 9, 2025 to Feb 26, 2025
- BD registered reps · 5 to 8Jan 9, 2025 to Feb 26, 2025
- HNW clients · 96 to 72Jan 9, 2025 to Feb 26, 2025
- Individual clients · 468 to 550Jan 9, 2025 to Feb 26, 2025
- Assets in custody · $82.8M to $144MJan 9, 2025 to Feb 26, 2025
- Employees · 7 to 9Jan 9, 2025 to Feb 26, 2025
- State-registered IARs · 4 to 7Jan 9, 2025 to Feb 26, 2025
- Discretionary RAUM · $75.4M to $94.6MJan 9, 2025 to Feb 26, 2025
- HNW RAUM · $154M to $157MJan 9, 2025 to Feb 26, 2025
- Individual RAUM · $106M to $139MJan 9, 2025 to Feb 26, 2025
- Non-discretionary RAUM · $184M to $202MJan 9, 2025 to Feb 26, 2025
- RAUM · $260M to $296MJan 9, 2025 to Feb 26, 2025
- Accounts · 918 to 1,287Jan 29, 2024 to Feb 5, 2024
- Advisory employees · 5 to 4Jan 29, 2024 to Feb 5, 2024
- BD registered reps · 6 to 5Jan 29, 2024 to Feb 5, 2024
- HNW clients · 158 to 96Jan 29, 2024 to Feb 5, 2024
- Individual clients · 217 to 468Jan 29, 2024 to Feb 5, 2024
- Assets in custody · $88.5M to $82.8MJan 29, 2024 to Feb 5, 2024
- State-registered IARs · 6 to 4Jan 29, 2024 to Feb 5, 2024
- Discretionary RAUM · $13.1M to $75.4MJan 29, 2024 to Feb 5, 2024
- HNW RAUM · $125M to $154MJan 29, 2024 to Feb 5, 2024
- Individual RAUM · $55.1M to $106MJan 29, 2024 to Feb 5, 2024
- Non-discretionary RAUM · $167M to $184MJan 29, 2024 to Feb 5, 2024
Signals
7 dated events
- M••••••••• C••••••• L•• reported RAUM $396.9M, up 34% from $296.3M (2025-12-04 to 2026-02-27)Feb 27, 2026 · RAUM change · derived
- B•••• K•••••• A•••••••• left M••••••••• C••••••• L•• for V••••••••• A••••••• S••••••• (registered 2026-03-02)Feb 17, 2026 · Advisor changed firm · fact
- J•••• B•••• V•••••• left M••••••••• C••••••• L•• for C•••••• C•••••• M••••••••• A•••••••• L•• (registered 2025-12-22)Dec 12, 2025 · Advisor changed firm · fact
- S•••• E••••• B•••••• left M••••••••• C••••••• L•• for L•• F•••••••• L•• (registered 2026-05-28)Aug 25, 2025 · Advisor changed firm · fact
- J•• P••••••• left M••••••••• C••••••• L•• for C•••••••• G••••• M•••••• I••• (registered 2023-12-12)Dec 8, 2023 · Advisor changed firm · fact
- M••••••• M••••••• E•• left M••••••••• C••••••• L•• for C••• F•••••••• S•••••••• L••• (registered 2023-05-23)Apr 17, 2023 · Advisor changed firm · fact
- M••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jul 24, 2015 · 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 phone
- 949-706-0101reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 562-533-6796reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/primary-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/miramontes-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- boyerwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1-800-460-1595reportedpublic record, Form ADV, Aug 11, 2026
- Contact form
- boyerwealth.com/contact-davereportedpublished 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
- $36.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026