CRD: 124281
Dickmeyer Boyce Financial Management, INC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum momentumLegacy focus +more
- Established Date
- 12-09-2002
- Office Locations
- 1
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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%
Oak oak
Legacy ridge
- CRD
- #84230
- Ownership
- 28.5%
Showing 2 of 4 owners & executives
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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 |
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Separately Managed Accounts
Total SMA Asset: $438,508,287
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $654,618,201 | 11.9% |
| Equity - Exchange | $1,078,194,684 | 19.6% |
| Cash | $907,663,892 | 16.5% |
| Municipal Bonds | $1,067,192,697 | 19.4% |
| U.S. Government/Agency | $1,793,323,811 | 32.6% |
| Total | $5,500,993,285 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY PATHWAY GLACIER | QUANTUM QUANTUM | Z6Z4RIFLK | XTD | 6.20% | $40,548,633 |
| FOCUS FRONTIER OAK | VECTOR HORIZON | 6QROLFJ1U | QRV | 0.65% | $71,821,055 |
| QUANTUM MOMENTUM LEGACY | ALPHA OAK | AWNG6S9G3 | XTRD | 6.59% | $87,273,697 |
| OPTIMA ELEMENT VITAL | MOMENTUM CATALYST | CB17XJLOX | FZASH | 8.59% | $111,268,364 |
| OPTIMA CREST | SIGNAL RADIAL | R75B2D5W1 | ZIRE | 9.42% | $49,573,806 |
| MATRIX OPTIMA | ATLAS HARBOR | 0YURIEFLM | EWXJW | 3.13% | $29,821,132 |
| MERIDIAN SIGNAL FOCUS | PIONEER MOMENTUM | IYQRUXAQ4 | ZCN | 7.00% | $105,925,942 |
| FUSION INSIGHT FUSION | UNISON MERIDIAN | 7MHU4NOX5 | NAHLR | 4.03% | $10,817,681 |