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.
SEC-registered adviser
Boyce & Associates Wealth Consulting, Inc.
Latest filing Aug 26, 2026
First filing on the tape May 10, 2021 · 18 filings
SEC status approved since Jun 10, 2021
RAUM
$245M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$234M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$30.6M
derived; firm RAUM over IAPD count
Employees
8
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$245M as of Aug 26, 2026
Feb 15, 2022$141M then
HNW client RAUM$188M as of Aug 26, 2026
Feb 15, 2022$88.7M then
State-registered IARs (5.B.3)7 as of Aug 26, 2026
Feb 15, 202210 then
Employees (5.A)8 as of Aug 26, 2026
Feb 15, 202211 then
Private funds: no history
RAUM +26% over the last fiscal year+18% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Aug 26, 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
- $30.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $301,626derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 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
- is an insurance broker or agent (6.A.6)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$188M77%
- Individuals$46.2M19%
- Pension and profit-sharing plans$9.6M3.9%
- Corporations and businesses$592,5670.2%
- Individual clients
- 186reported
- HNW clients
- 78reported
- Pension plan clients
- 3reported
- Charitable clients
- 0reported
- Accounts
- 811reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Eric Charles BoyceChartered Financial Analyst | Cedar Park, Tx | Jun 6, 2017 | 30 y | 6 |
| Karl Van ReusenCertified Financial Planner | Cedar Park, Tx | May 7, 2018 | 14 y | 2 |
| Lindsey Dale Sharpe | Cedar Park, Tx | Aug 15, 2018 | 12 y | 1 |
| Jonathan Mathew McquadeCertified Financial Planner | Cedar Park, Tx | Nov 6, 2018 | 12 y | 4 |
| Thomas Edward KemlerChartered Financial Analyst | Cedar Park, Tx | Sep 5, 2019 | 40 y | 1 |
| Kelly Kristen Griggs | Cedar Park, Tx | Nov 11, 2020 | 11 y | 1 |
| Ian Tate KlocCertified Financial Planner | Cedar Park, Tx | Aug 30, 2022 | 14 y | 0 |
| Sean Michael Pfeiffer | Cedar Park, Tx | Dec 16, 2024 | 18 y | 1 |
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 headcount1 left over 36 months
Left, latest
- Michael Thomas Gulker to Cetera Investment Advisers LLCDec 5, 2023 · RIA to affiliated broker-dealer or bank
- Jeffrey Charles Kikel to Freedom Day Wealth Management LLCJan 3, 2023 · RIA to a state-registered adviser
Joined, latest
- Michael Thomas Gulker from Kestra Advisory Services, LLCMar 30, 2023 · Affiliated broker-dealer or bank to independent RIA
- Kelly Kristen Griggs from Park Avenue Securities LLCNov 11, 2020 · Affiliated broker-dealer or bank to independent RIA
- Thomas Edward Kemler from Hester Capital Management, L.L.C.Sep 5, 2019 · Other
- Jonathan Mathew Mcquade from Seven Cedars Wealth Management LLCNov 6, 2018 · Other
- Lindsey Dale Sharpe from Edward JonesAug 15, 2018 · Affiliated broker-dealer or bank to independent RIA
- Karl Van Reusen from Edward JonesMay 7, 2018 · Affiliated broker-dealer or bank to independent RIA
- Jeffrey Charles Kikel from Oneamerica Securities, Inc.Jun 6, 2017 · Other
- Eric Charles Boyce from Integrated Wealth Strategies, LLCJun 6, 2017 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Charles Eric Boyce · Managing Member & Chief Compliance Officercontrolsince 03/2017 · owns 75% or more
Related persons
Schedule D 7.A
- Boyce & Associates Consulting Services, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cedar Park, Tx · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Austin, TX1 employees
What changed
consecutive filings, newest first
- Accounts · 760 to 811Aug 13, 2025 to Mar 2, 2026
- Corporate clients · 3 to 1Aug 13, 2025 to Mar 2, 2026
- HNW clients · 54 to 78Aug 13, 2025 to Mar 2, 2026
- Individual clients · 213 to 186Aug 13, 2025 to Mar 2, 2026
- Employees · 9 to 8Aug 13, 2025 to Mar 2, 2026
- Discretionary RAUM · $194M to $245MAug 13, 2025 to Mar 2, 2026
- HNW RAUM · $133M to $188MAug 13, 2025 to Mar 2, 2026
- Individual RAUM · $50.9M to $46.2MAug 13, 2025 to Mar 2, 2026
- Pension RAUM · $8.8M to $9.6MAug 13, 2025 to Mar 2, 2026
- RAUM · $194M to $245MAug 13, 2025 to Mar 2, 2026
- Accounts · 725 to 760Oct 22, 2024 to Feb 10, 2025
- Advisory employees · 7 to 6Oct 22, 2024 to Feb 10, 2025
- Corporate clients · 2 to 3Oct 22, 2024 to Feb 10, 2025
- HNW clients · 34 to 54Oct 22, 2024 to Feb 10, 2025
- Individual clients · 221 to 213Oct 22, 2024 to Feb 10, 2025
- Pension plan clients · 7 to 3Oct 22, 2024 to Feb 10, 2025
- Employees · 8 to 9Oct 22, 2024 to Feb 10, 2025
- Financial planning clients · 11-25 to 11-25Oct 22, 2024 to Feb 10, 2025
- Discretionary RAUM · $165M to $194MOct 22, 2024 to Feb 10, 2025
- HNW RAUM · $93.7M to $133MOct 22, 2024 to Feb 10, 2025
- Individual RAUM · $55.9M to $50.9MOct 22, 2024 to Feb 10, 2025
- Pension RAUM · $15.6M to $8.8MOct 22, 2024 to Feb 10, 2025
- RAUM · $165M to $194MOct 22, 2024 to Feb 10, 2025
- Accounts · 779 to 725Nov 28, 2023 to Feb 22, 2024
- Advisory employees · 10 to 7Nov 28, 2023 to Feb 22, 2024
- Corporate clients · 1 to 2Nov 28, 2023 to Feb 22, 2024
- HNW clients · 43 to 34Nov 28, 2023 to Feb 22, 2024
- Individual clients · 234 to 221Nov 28, 2023 to Feb 22, 2024
- Pension plan clients · 10 to 7Nov 28, 2023 to Feb 22, 2024
- Employees · 12 to 8Nov 28, 2023 to Feb 22, 2024
- State-registered IARs · 10 to 7Nov 28, 2023 to Feb 22, 2024
- Discretionary RAUM · $148M to $165MNov 28, 2023 to Feb 22, 2024
- HNW RAUM · $94.2M to $93.7MNov 28, 2023 to Feb 22, 2024
- Individual RAUM · $41.3M to $55.9MNov 28, 2023 to Feb 22, 2024
- Pension RAUM · $12.3M to $15.6MNov 28, 2023 to Feb 22, 2024
- RAUM · $148M to $165MNov 28, 2023 to Feb 22, 2024
- Business name · BKA WEALTH CONSULTING, INC. to BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Feb 3, 2023 to Nov 28, 2023
- Legal name · BKA WEALTH CONSULTING, INC. to BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Feb 3, 2023 to Nov 28, 2023
- Accounts · 636 to 779Nov 18, 2022 to Jan 17, 2023
- Charity clients · 2 to 0Nov 18, 2022 to Jan 17, 2023
Signals
4 dated events
- Michael Thomas Gulker left Boyce & Associates Wealth Consulting, Inc. for Cetera Investment Advisers Llc (registered 2023-05-08)Dec 5, 2023 · Advisor changed firm · fact
- Charles Jeffrey Kikel (Member) no longer on Schedule A of Boyce & Associates Wealth Consulting, Inc. (listed 2022-11-18, absent 2023-01-17)Jan 17, 2023 · Control person left · inference
- Jeffrey Charles Kikel left Boyce & Associates Wealth Consulting, Inc. for Freedom Day Wealth Management Llc (registered 2022-12-07)Jan 3, 2023 · Advisor changed firm · fact
- Bka Wealth Consulting, Inc. filed its initial SEC registration (Form ADV)May 10, 2021 · 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
- 512-426-7591reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 512-496-5709reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 512-522-4838reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/boycewealthconsultingreportedpublic record, Form ADV, Sep 17, 2026
- Website
- apluscollegeplanning.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 512-522-4838reportedpublic record, Form ADV, Aug 26, 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
- $30.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026