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- Custodian
- Charles Schwab & Company · First Clearing · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-12-2021
- Office Locations
- 1
Office Locations
About Boyd Capital
Boyd Capital Management is a 100% independent advisory firm in Rochester, NY serving individuals, families, and business owners with holistic wealth management. Services include financial planning, investment management, tax strategies, college planning, insurance planning, employee benefits analysis, and estate planning coordination. The team emphasizes education and goal-based, tax-efficient portfolios, often using ETFs and mutual funds, with custody at Schwab.
Reported data analysis
What the numbers show
Between January 3, 2025 and May 24, 2026, reported AUM increased 35.2%, from $124.5M to $168.3M.
Across 5 reported observations, AUM increased 87.0% between November 16, 2021 and May 24, 2026, from $90.0M to $168.3M.
Of the latest reported AUM, 88.0% is discretionary and 12.0% is non-discretionary.
The firm reports 2 advisory representatives and 591 clients, or 295.5 clients per representative. That equates to $284.8K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on May 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Boyd Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH AARON BOYD
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5715005
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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DEVON SEAN NOLAN
Financial Advisor
- CRD
- #5211133
Showing 1 of 2 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,120,616 | $532,808 |
| Non-Discretionary | $20,213,498 | $6,737,833 |
| Total | $168,334,114 | $599,054 |
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Separately Managed Accounts
SMA allocation detail is available
Boyd Capital has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.