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Boyd Financial Strategies, Inc.

Boyd Financial Strategies, Inc.. CRD 107505

Boyd Financial Strategies, Inc. logo

CRD: 107505

Boyd Financial Strategies, Inc.

Auburn, MA, 01501
5087543226
$139.6M Total AUM
$138.8M Disc. AUM
-- 3Y CAGR
3 Employees
149 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
ElementFocus
Established Date
04-11-1996
Office Locations
3

Office Locations

255 Park Avenue, Suite 1000 Worcester MA
319a Southbridge ST STE 201 Auburn MA
-- Round Rock TX

About Boyd Financial Strategies, Inc.

Boyd Financial Strategies is a fiduciary, fee-based advisory firm focused on comprehensive financial planning—budgeting, college, retirement, estate, and investment planning. Through a Family Office concierge model, the team helps clients consolidate finances and coordinates across planners, insurance, legal, and tax professionals. Portfolios commonly use ETFs and public funds alongside investment-grade fixed income, with custody support through major platforms such as Schwab and Fidelity.

Team overview

77 AVG AGE
$46.5M AVG AUM / ADVISOR
$936.9K AVG AUM / CLIENT
13.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Crest Element momentum

Client Personas

Insight delta

Custodian

Zenith

Investment Themes

Harbor Quantum Catalyst

Investment Vehicles

Meridian

Services

Pathway crest Timber insight Legacy value Signal Meridian atlas Ember delta Quantum Crest Radial legacy Radial Wave

Technology

Momentum ember Optima

Owner & Executives

J

JOHN ROBERT BOYD

Chief Compliance Officer, TREASURER

CRD
#1361880
Ownership
25% but less than 50%
(491) 543-9398
pathway.capital@embercapital.com
in linkedin.com/in/atlas-crest
P

PETER ANDREW BOYD

Chief Executive Officer, Registered Investment Advisor, VICE PRESIDENT

CRD
#5647772
Ownership
25% but less than 50%
(542) 926-3201
radial.peak@wavecapital.com
in linkedin.com/in/prime-quantum
E

Eagle signal

Signal zenith

CRD
#63515
Ownership
33.7%
(698) 577-6277
capital.unison@glaciercapital.com
in linkedin.com/in/vital-delta

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Contacts

Jack Pearson Boyd

Jack Pearson Boyd

Investment Advisor

CRD
#7839045
(713) 832-3196
alpha.catalyst@momentumcapital.com
in linkedin.com/in/signal-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-28-2022
07-25-2023
08-12-2024
10-08-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $138,793,716 $925,291
Non-Discretionary $797,960 $797,960
Total $139,591,676 $924,448

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Separately Managed Accounts

Total SMA Asset: $139,591,676

$139.6M Total SMA
Public Funds:
12.1%
Corporate - Investment Grade:
5.8%
Equity - Exchange:
12.6%
Cash:
23.5%
Municipal Bonds:
18.9%
Other:
4.9%
U.S. Government/Agency:
22.2%
Asset class Assets Assets %
Public Funds $588,018,125 12.1%
Corporate - Investment Grade $281,859,928 5.8%
Equity - Exchange $612,316,395 12.6%
Cash $1,142,018,672 23.5%
Municipal Bonds $918,474,592 18.9%
Other $238,123,042 4.9%
U.S. Government/Agency $1,078,843,171 22.2%
Total $4,859,653,925 100.0%

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