Boyer Financial Services, Inc.
● SEC registered since 2024CRD 331868SEC# 801-130578Newport Beach, CA
Reg. AUM
$167M
Employees
7
Accounts
520
Location
Newport Beach, CA
Boyer Financial Services, Inc. assets under management
Boyer Financial Services, Inc. is an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2024. It reports $167 million in regulatory assets under management and employs 7 people.
Boyer Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Delmar MacWillie Control | Chief Compliance Officer | Under 5% | 2024 |
| Mark Hearn Boyer Control | Owner & President | Over 75% | 2024 |
Frequently asked questions
How much does Boyer Financial Services, Inc. manage?
Boyer Financial Services, Inc. reports $167 million in regulatory assets under management on its Form ADV.
How many employees does Boyer Financial Services, Inc. have?
Boyer Financial Services, Inc. reports 7 employees.
Where is Boyer Financial Services, Inc. located?
Boyer Financial Services, Inc. is based in Newport Beach, CA and has been SEC-registered since 2024.
Does Boyer Financial Services, Inc. disclose fund performance?
Boyer Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4063 Birch St., Suite 150, Newport Beach, CA 92660 |
| Phone | 949-336-4990 |
| Fax | (949) 418-8433 |
| Office hours | 8:00 - 5:00 (Pt) |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$167M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$167Mregulatory AUM
Discretionary $167M