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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ElementFocus
- Established Date
- 04-11-1996
- Office Locations
- 3
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN ROBERT BOYD
Chief Compliance Officer, TREASURER
- CRD
- #1361880
- Ownership
- 25% but less than 50%
PETER ANDREW BOYD
Chief Executive Officer, Registered Investment Advisor, VICE PRESIDENT
- CRD
- #5647772
- Ownership
- 25% but less than 50%
Eagle signal
Signal zenith
- CRD
- #63515
- Ownership
- 33.7%
Showing 2 of 3 owners & executives
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Jack Pearson Boyd
Investment Advisor
- CRD
- #7839045
Showing 1 of 4 contacts
Unlock allAssets Under Management
| 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
| 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% |