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Boyer Financial Services, Inc.

Boyer Financial Services, Inc.. CRD 331868

B

CRD: 331868

Boyer Financial Services, Inc.

Newport Beach, CA, 92660
9493364990
$167.0M Total AUM
$167.0M Disc. AUM
-- 3Y CAGR
7 Employees
226 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
American Funds ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
05-01-2024
Office Locations
1

Office Locations

4063 Birch St. Suite 150 Newport Beach CA

About Boyer Financial Services, Inc.

Boyer Financial Services, Inc. is a Newport Beach-based RIA. The firm has been operating for 2 years. Managing $167.0M in total assets under management, with 2 advisory representatives. They custody assets with American Funds and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.

Team overview

32 AVG AGE
$83.5M AVG AUM / ADVISOR
$739.1K AVG AUM / CLIENT
1.2 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Radial quantum Radial Element Optima insight Legacy harbor

Investment Themes

Eagle bridge Legacy Zenith legacy

Investment Vehicles

Element optima Pathway unison

Services

Radial catalyst Unison frontier Beacon Matrix Radial pathway Prime Ember bridge

Owner & Executives

MARK HEARN BOYER

MARK HEARN BOYER

Advisor, Owner, President

CRD
#2502979
Ownership
75% or more
(486) 501-3561
value.harbor@insightcapital.com
in linkedin.com/in/frontier-harbor
J

JOHN DELMAR MACWILLIE

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(220) 288-2066
ridge.wave@crestcapital.com
in linkedin.com/in/horizon-alpha

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Contacts

M

MARKUS TANNER BOYER

--

CRD
#7175525
(442) 275-4134
vector.oak@meridiancapital.com
in linkedin.com/in/prime-capital
JASON RAYMOND JACOBI

JASON RAYMOND JACOBI

Wealth Advisor

CRD
#6281494
(565) 743-7501
pathway.glacier@bridgecapital.com
in linkedin.com/in/alpha-glacier
F

Foundation element

Ridge catalyst frontier

CRD
#53589
(417) 533-9702
horizon.insight@frontiercapital.com
in linkedin.com/in/catalyst-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2024
06-10-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $167,043,756 $321,238
Non-Discretionary $0 --
Total $167,043,756 $321,238

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Separately Managed Accounts

Total SMA Asset: $167,043,756

$167.0M Total SMA
Public Funds:
19.0%
Equity - Exchange:
41.9%
Cash:
39.1%
Asset class Assets Assets %
Public Funds $1,685,418,960 19.0%
Equity - Exchange $3,716,792,338 41.9%
Cash $3,468,414,808 39.1%
Total $8,870,626,106 100.0%

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