# Boyer Financial Services, Inc.

> Boyer Financial Services, Inc. is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 331868
- Filed as: BOYER FINANCIAL SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331868
- AdvisorCensus page: https://advisorcensus.com/firm/boyer-financial-services-inc-newport-beach-ca-331868

## Quick answers

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

**Where is Boyer Financial Services, Inc. located?**
Boyer Financial Services, Inc.'s principal office is in Newport Beach, CA, according to its Form ADV.

**Is Boyer Financial Services, Inc. registered with the SEC or a state?**
Boyer Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331868.

**How much does Boyer Financial Services, Inc. manage?**
Boyer Financial Services, Inc. reports $167,043,756 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Boyer Financial Services, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Boyer Financial Services, Inc.: Regulatory assets under management: $0 in the October 2024 data and $167,043,756 in the October 2026 data. Total employees: 5 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boyer Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (66).

**Which custodians does Boyer Financial Services, Inc. use?**
Boyer Financial Services, 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 Boyer Financial Services, 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/331868

**What changed in Boyer Financial Services, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $144,583,319 to $167,043,756 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### 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: $167,043,756
- Discretionary: $167,043,756
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $33,354,167 |
| High net worth individuals | 66 | $129,355,822 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,668,430 |
| Charitable organizations | Fewer than 5 | $224,329 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $441,008 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boyerfs.com
- Facebook @BoyerFinancialServices
- Instagram @boyer_fs
- LinkedIn @carlie-macwillie-121722247
- LinkedIn @jasonrjacobi
- LinkedIn @markhearnboyer
- YouTube @boyerfs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 5 | September 30, 2024 |
| October 2025 | $144,583,319 | 5 | June 10, 2025 |
| October 2026 | $167,043,756 | 7 | March 27, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $167,043,756 in the October 2026 data.
Total employees: 5 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $144,583,319 to $167,043,756 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boyer Financial Services, Inc. (CRD 331868): Form ADV filing data as of October 2026.