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- Custodian
- Charles Schwab & Company · First Clearing · Wells Fargo
- Clients
- Retail
- Platforms
- Frontier fusionDelta focus
- 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.
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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
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Unlock allAssets Under Management
| 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
Total SMA Asset: $168,334,114
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,111,027,812 | 18.6% |
| Equity - Exchange | $746,658,476 | 12.5% |
| Cash | $2,484,879,409 | 41.6% |
| Other | $1,630,702,112 | 27.3% |
| Total | $5,973,267,809 | 100.0% |