AdvisorCensus / Financial advisors / New York / Rochester / Boyd Capital
Boyd Capital is an SEC-registered investment advisory firm in Rochester, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.
Quick answers
From the filingHow is Boyd Capital compensated?
On its Form ADV (Item 5.E, October 2026), Boyd Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.
What does Boyd Capital's brochure say about its fees?
Its Form ADV Part 2A brochure dated May 24, 2026 states: Up to $250,000: 1.25% a year; $250,001 to $1,000,000: 1% a year; Above $1,000,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Boyd Capital located?
Boyd Capital's principal office is in Rochester, NY, according to its Form ADV.
Is Boyd Capital registered with the SEC or a state?
Boyd Capital is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312070.
How much does Boyd Capital manage?
Boyd Capital reports $168,334,114 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (88% discretionary).
How have Boyd Capital's assets and staff changed since 2021?
In the Form ADV data for Boyd Capital: Regulatory assets under management: $90,000,000 in the October 2021 data and $168,334,114 in the October 2026 data, up 87%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Boyd Capital serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (75).
Does Boyd Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312070
What changed in Boyd Capital's recent Form ADV filings?
In the June 2026 filing data: Regulatory assets under management went from $124,496,187 to $168,334,114 (+35%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1.25% |
| $250,001 to $1,000,000 | 1% |
| Above $1,000,001 | 0.75% |
The brochure's wording
Total Assets Under Management Annual Fees $0 - $250,000 1.25% $250,001 - $1,000,000 1.00% $1,000,001 - AND UP 0.75%
As stated in the firm's Form ADV Part 2A brochure dated May 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$168,334,114 as of October 2026, filing dated September 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Boyd Capital Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $168,334,114 | 3 | September 21, 2026 |
| October 2025 | $124,496,187 | 3 | January 3, 2025 |
| October 2024 | $124,496,187 | 3 | July 23, 2024 |
| October 2023 | $88,310,015 | 3 | March 24, 2022 |
| October 2022 | $88,310,015 | 3 | March 24, 2022 |
| October 2021 | $90,000,000 | 2 | June 21, 2021 |
Regulatory assets under management: $90,000,000 in the October 2021 data and $168,334,114 in the October 2026 data, up 87%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Regulatory assets under management went from $124,496,187 to $168,334,114 (+35%).
- January 2026
- No longer registered or notice-filed in CT.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Boyd Capital (CRD 312070): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070