# Dickmeyer Boyce Financial Management, Inc

> Dickmeyer Boyce Financial Management, Inc is an SEC-registered investment advisory firm in Fort Wayne, IN, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 124281
- Filed as: DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
- Also doing business as: DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC, DICKMEYER-BOYCE FINANCIAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Wayne, IN
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124281
- AdvisorCensus page: https://advisorcensus.com/firm/dickmeyer-boyce-financial-management-inc-fort-wayne-in-124281

## Quick answers

**How is Dickmeyer Boyce Financial Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Dickmeyer Boyce Financial Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Dickmeyer Boyce Financial Management, Inc charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Hourly rate: $200 an hour (advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Dickmeyer Boyce Financial Management, Inc located?**
Dickmeyer Boyce Financial Management, Inc's principal office is in Fort Wayne, IN, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Dickmeyer Boyce Financial Management, Inc registered with the SEC or a state?**
Dickmeyer Boyce Financial Management, Inc is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 124281.

**How much does Dickmeyer Boyce Financial Management, Inc manage?**
Dickmeyer Boyce Financial Management, Inc reports $438,508,287 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Dickmeyer Boyce Financial Management, Inc's assets and staff changed since 2021?**
In the Form ADV data for Dickmeyer Boyce Financial Management, Inc: Regulatory assets under management: $236,745,114 in the October 2021 data and $438,508,287 in the October 2026 data, up 85%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dickmeyer Boyce Financial Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (278); high net worth individuals (124); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Dickmeyer Boyce Financial Management, Inc use?**
Dickmeyer Boyce Financial Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Dickmeyer Boyce Financial Management, 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/124281

**What changed in Dickmeyer Boyce Financial Management, Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $372,594,957 to $438,508,287 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Hourly rate: $200 an hour (advisory services)

> As set forth above, we may also provide advisory services on an hourly basis. Under these circumstances, the scope of the engagement will be clearly outlined in an engagement letter prior to the meeting. DBFM’s hourly rate is $200.

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.
- Fidelity Distributors Company LLC

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: $438,508,287
- Discretionary: $438,508,287
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 278 | $84,161,377 |
| High net worth individuals | 124 | $327,078,984 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $12,812,800 |
| Charitable organizations | 5 | $14,057,845 |
| Corporations or other businesses not listed above | 6 | $397,281 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, MI, NH, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Brookfield, WI

### Websites listed on Form ADV (Item 1.I)
- dickmeyerboyce.com
- Facebook @DICKMEYERBOYCE
- Facebook @DICKMEYERBOYCEWI
- LinkedIn @DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $236,745,114 | 7 | March 19, 2021 |
| October 2022 | $295,551,798 | 8 | March 25, 2022 |
| October 2023 | $274,758,113 | 8 | June 23, 2023 |
| October 2024 | $322,591,007 | 8 | September 13, 2024 |
| October 2025 | $372,594,957 | 8 | June 17, 2025 |
| October 2026 | $438,508,287 | 8 | February 26, 2026 |

Regulatory assets under management: $236,745,114 in the October 2021 data and $438,508,287 in the October 2026 data, up 85%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $372,594,957 to $438,508,287 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dickmeyer Boyce Financial Management, Inc (CRD 124281): Form ADV filing data as of October 2026.