CRD: 124281
Dickmeyer Boyce Financial Management, INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-09-2002
- Office Locations
- 2
Office Locations
About Dickmeyer Boyce Financial Management, INC
Dickmeyer Boyce Financial Management (Fort Wayne, IN) provides holistic financial planning and ongoing investment implementation. The team supports a wide range of households—including medical, manufacturing and technology professionals, small business owners, and widows/widowers—helping navigate major life decisions alongside portfolio construction. Portfolios commonly use mutual funds and ETFs with fixed-income exposure; custody includes Schwab and Fidelity. Notable for detailed quarterly market reviews and unusually hands-on client support.
Reported data analysis
What the numbers show
Between June 17, 2025 and February 26, 2026, reported AUM increased 17.7%, from $372.6M to $438.5M.
Across 5 reported observations, AUM increased 48.4% between March 25, 2022 and February 26, 2026, from $295.6M to $438.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 433 clients, or 61.9 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Dickmeyer Boyce Financial Management, INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Dickmeyer Boyce Financial Management, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
IAN DA COSTA BOYCE
Certified Financial Planner, PRINCIPAL OWNER
- CRD
- #4367058
- Ownership
- 25% but less than 50%
DAVID ANDREW DICKMEYER
PRINCIPAL OWNER, Wealth Advisor
- CRD
- #4367061
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
ANDREW D LANPHEAR
Wealth Advisor
- CRD
- #7035472
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,508,287 | $349,967 |
| Non-Discretionary | $0 | -- |
| Total | $438,508,287 | $349,967 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Dickmeyer Boyce Financial Management, INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Dickmeyer Boyce Financial Management, INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.