# 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.

- CRD: 312070
- Filed as: BOYD CAPITAL
- Legal name: Boyd Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rochester, NY
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312070
- AdvisorCensus page: https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated May 24, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $168,334,114
- Discretionary: $148,120,616
- Non-discretionary: $20,213,498

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $39,564,626 |
| High net worth individuals | 75 | $128,769,488 |

### 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boydcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $90,000,000 | 2 | June 21, 2021 |
| October 2022 | $88,310,015 | 3 | March 24, 2022 |
| October 2023 | $88,310,015 | 3 | March 24, 2022 |
| October 2024 | $124,496,187 | 3 | July 23, 2024 |
| October 2025 | $124,496,187 | 3 | January 3, 2025 |
| October 2026 | $168,334,114 | 3 | September 21, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boyd Capital (CRD 312070): Form ADV filing data as of October 2026.