{
  "crd_number": 312070,
  "slug": "boyd-capital-rochester-ny-312070",
  "primary_business_name": "BOYD CAPITAL",
  "legal_name": "BOYD CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Rochester",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "40380",
  "metro": {
    "cbsa_code": "40380",
    "common_name": "Rochester",
    "msa_name": "Rochester, NY",
    "path": "/advisors/ny/rochester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-12",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 168334114.0,
  "raum_discretionary": 148120616.0,
  "raum_non_discretionary": 20213498.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 39564626.0,
      "count": 206
    },
    "high_net_worth_individuals": {
      "raum": 128769488.0,
      "count": 75
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://boydcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312070",
  "city_as_filed": "ROCHESTER",
  "url": "https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070",
  "display_name": "Boyd Capital",
  "summary": "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.",
  "citation": "AdvisorCensus. Boyd Capital (CRD 312070): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Boyd Capital compensated?",
      "a": "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."
    },
    {
      "q": "What does Boyd Capital's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Boyd Capital located?",
      "a": "Boyd Capital's principal office is in Rochester, NY, according to its Form ADV."
    },
    {
      "q": "Is Boyd Capital registered with the SEC or a state?",
      "a": "Boyd Capital is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312070."
    },
    {
      "q": "How much does Boyd Capital manage?",
      "a": "Boyd Capital reports $168,334,114 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (88% discretionary)."
    },
    {
      "q": "How have Boyd Capital's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Boyd Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (75)."
    },
    {
      "q": "Does Boyd Capital report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Boyd Capital's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Regulatory assets under management went from $124,496,187 to $168,334,114 (+35%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 90000000.0,
      "total_employees": 2,
      "filing_date": "2021-06-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 88310015.0,
      "total_employees": 3,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 88310015.0,
      "total_employees": 3,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 124496187.0,
      "total_employees": 3,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 124496187.0,
      "total_employees": 3,
      "filing_date": "2025-01-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 168334114.0,
      "total_employees": 3,
      "filing_date": "2026-09-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $124,496,187 to $168,334,114 (+35%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 24, 2026",
    "tiers": [
      {
        "band": "Up to $250,000",
        "rate": "1.25%"
      },
      {
        "band": "$250,001 to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $1,000,001",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "Total Assets Under Management Annual Fees \n$0 - $250,000 1.25% \n$250,001 - $1,000,000 1.00% \n$1,000,001 - AND UP 0.75%"
        ]
      }
    ],
    "quotes": [
      "Total Assets Under Management Annual Fees \n$0 - $250,000 1.25% \n$250,001 - $1,000,000 1.00% \n$1,000,001 - AND UP 0.75%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 206,
      "fewer_than_5": false,
      "raum": 39564626.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 75,
      "fewer_than_5": false,
      "raum": 128769488.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312070",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}