Data / Investment advisers / California / Boyer Financial Services, Inc.
Boyer Financial Services, Inc., Newport Beach, CA: $167 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Boyer Financial Services, Inc. is an SEC registered investment adviser with its main office in Newport Beach, California and reports $167 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Boyer Financial Services, Inc. (CRD number 331868): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 331868
- SEC file number
- 801-130578
- SEC status
- Approved, effective June 28, 2024
- Main office
- 4063 Birch St. Suite 150, Newport Beach, CA 92660
- Phone
- (949) 336-4990
- Regulatory AUM
- $167,043,756 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $167,043,756
- Accounts
- 520
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $129.4 million |
| Individuals (other than high net worth individuals) | 160 | $33.4 million |
| Pension and profit sharing plans | Fewer than 5 | $3.7 million |
| Corporations or other businesses | Fewer than 5 | $441,008 |
| Charitable organizations | Fewer than 5 | $224,329 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $167 million | March 27, 2026 |
| December 1, 2025 | $144.6 million | June 10, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Noble Wealth Management, Inc. | Newport Beach | $223.4 million | Not listed | adviserinfo.sec.gov |
| Medici Capital LLC | Newport Beach | $215.8 million | 2 | adviserinfo.sec.gov |
| Gsi Capital Advisors LLC | Newport Beach | $182.4 million | Not listed | adviserinfo.sec.gov |
| Port Street Investments, LLC | Newport Beach | $174.5 million | Not listed | adviserinfo.sec.gov |
| Catalyst Wealth Advisors LLC | Newport Beach | $167.2 million | Not listed | adviserinfo.sec.gov |
| Fell Capital Management | Newport Beach | $161.8 million | Not listed | adviserinfo.sec.gov |
| Sidoxia Capital Management, LLC | Newport Beach | $149 million | 1 | adviserinfo.sec.gov |
| Tax Efficient Asset Management Solution, Inc. | Newport Beach | $148.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Boyer Financial Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.