B
CRD: 288157
Boyce & Associates Wealth Consulting, Inc.
$244.6M Total AUM
$244.6M Disc. AUM
18.4% 3Y CAGR
8 Employees
268 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightInsight +more
- Established Date
- 06-06-2017
- Office Locations
- 1
Office Locations
3109 Kenai Dr. STE 107 Cedar Park TX
About Boyce & Associates Wealth Consulting, Inc.
Boyce & Associates Wealth Consulting is an SEC-registered, fee-based fiduciary RIA providing goals-based financial planning and in-house, conservative portfolio management for business owners, families, and individuals navigating retirement, business transitions, divorce, or widowhood. Planning integrates tax minimization, estate coordination, and income strategies, coordinating with clients’ CPAs and estate attorneys. Custodied at Schwab.
Team overview
45 AVG AGE
$40.8M AVG AUM / ADVISOR
$912.8K AVG AUM / CLIENT
6.3 yrs AVG TENURE
8 Employees
6 Advisory Reps
7 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Prime Prime Eagle Ember ridge Atlas Insight horizon Zenith harbor
Client Personas
Alpha momentum Focus Glacier
Custodian
Element Crest optima Matrix horizon Ridge catalyst North Vector Legacy value
Investment Themes
Catalyst peak Glacier north Peak Harbor delta
Investment Vehicles
Delta Eagle vector
Platform
Quantum
Services
Horizon element Foundation prime Horizon radial Insight Ridge Catalyst fusion Crest Unison Matrix summit Wave summit Vector wave Atlas Vital insight Vital beacon Matrix
Technology
Atlas Horizon Prime Atlas oak
Owner & Executives
E
ERIC CHARLES BOYCE
Chief Compliance Officer, Managing Member
- CRD
- #1925789
- Ownership
- 75% or more
(441) 451-4059
pioneer.frontier@pathwaycapital.com
in linkedin.com/in/wave-delta
Showing 1 of 1 owners & executives
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K
Kelly Kristen Griggs
Director
- CRD
- #6887813
(767) 423-7561
delta.wave@meridiancapital.com
in linkedin.com/in/oak-vital
T
THOMAS EDWARD KEMLER JR
--
- CRD
- #1447050
(951) 709-3217
insight.signal@wavecapital.com
in linkedin.com/in/peak-bridge
D
Delta fusion
Optima vertex value
- CRD
- #69402
(644) 365-9471
north.harbor@harborcapital.com
in linkedin.com/in/wave-frontier
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,618,764 | $301,626 |
| Non-Discretionary | $0 | -- |
| Total | $244,618,764 | $301,626 |
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Separately Managed Accounts
Total SMA Asset: $244,618,764
Equity - Exchange:
24.6% Other:
26.6% Cash:
35.4% Corporate - Investment Grade:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $918,538,531 | 24.6% |
| Other | $993,216,460 | 26.6% |
| Cash | $1,321,799,350 | 35.4% |
| Corporate - Investment Grade | $500,342,127 | 13.4% |
| Total | $3,733,896,468 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK CATALYST UNISON | CATALYST VERTEX | 6QOOI2CGZ | UXOSR | 2.90% | $73,835,008 |
| CAPITAL VITAL | MOMENTUM DELTA | C7E9W2ZZU | ZHPAT | 2.67% | $114,547,698 |
| BRIDGE SIGNAL | NORTH VITAL | IEFGJSAUM | JRQ | 8.58% | $49,297,480 |
| LEGACY FOUNDATION | GLACIER HORIZON | 8NQALC20G | LFB | 9.79% | $57,400,076 |
| CAPITAL SIGNAL WAVE | DELTA VITAL | CKWT0IUA3 | GUPY | 4.94% | $69,463,535 |
| PIONEER FUSION EAGLE | MOMENTUM PEAK | DO4JO0MZ0 | PSY | 7.83% | $4,068,432 |
| OAK NORTH | RADIAL BEACON | BB23DQIR5 | PAYRI | 12.35% | $72,135,914 |
| INSIGHT MERIDIAN FOCUS | PIONEER VALUE | G22JV8K0F | CEVE | 7.96% | $41,314,430 |