# Boyd Financial Strategies, Inc.

> Boyd Financial Strategies, Inc. is an SEC-registered investment advisory firm in Auburn, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 107505
- Filed as: BOYD FINANCIAL STRATEGIES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Auburn, MA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107505
- AdvisorCensus page: https://advisorcensus.com/firm/boyd-financial-strategies-inc-auburn-ma-107505

## Quick answers

**How is Boyd Financial Strategies, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Boyd Financial Strategies, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Boyd Financial Strategies, Inc. charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $150 an hour (advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Boyd Financial Strategies, Inc. located?**
Boyd Financial Strategies, Inc.'s principal office is in Auburn, MA, according to its Form ADV.

**Is Boyd Financial Strategies, Inc. registered with the SEC or a state?**
Boyd Financial Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 107505.

**How much does Boyd Financial Strategies, Inc. manage?**
Boyd Financial Strategies, Inc. reports $139,591,676 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (99% discretionary).

**How have Boyd Financial Strategies, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Boyd Financial Strategies, Inc.: Regulatory assets under management: $119,610,483 in the October 2022 data and $139,591,676 in the October 2026 data, up 17%. Total employees: 4 in October 2022 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 Financial Strategies, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (41).

**Which custodians does Boyd Financial Strategies, Inc. use?**
Boyd Financial Strategies, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Boyd Financial Strategies, Inc. 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/107505

**What changed in Boyd Financial Strategies, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $120,955,237 to $139,591,676 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Hourly rate: $150 an hour (advisory services)

> Our firm may offer advisory services at an hourly rate ranging up to $150 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $139,591,676
- Discretionary: $138,793,716
- Non-discretionary: $797,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $28,406,712 |
| High net worth individuals | 41 | $106,698,734 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $797,960 |
| Charitable organizations | Fewer than 5 | $3,688,270 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boydstrategy.com
- boydstrategy.org
- LinkedIn @boyd-financial-services-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $119,610,483 | 4 | April 28, 2022 |
| October 2023 | $97,675,611 | 3 | July 25, 2023 |
| October 2024 | $109,496,837 | 3 | August 12, 2024 |
| October 2025 | $120,955,237 | 3 | March 7, 2025 |
| October 2026 | $139,591,676 | 3 | March 20, 2026 |

Regulatory assets under management: $119,610,483 in the October 2022 data and $139,591,676 in the October 2026 data, up 17%.
Total employees: 4 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $120,955,237 to $139,591,676 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boyd Financial Strategies, Inc. (CRD 107505): Form ADV filing data as of October 2026.