Dickmeyer Boyce Financial Management, Inc
- Regulatory AUM
- $439M
- Discretionary
- $439M
- Clients
- 420
- Avg AUM / client
- $1.0M
- Accounts
- 1,253
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 278 | $84.2M | 19.2% |
| High net worth individuals | 124 | $327M | 74.6% |
| Pension and profit sharing plans | 7 | $12.8M | 2.92% |
| Charitable organizations | 5 | $14.1M | 3.21% |
| Corporations and other businesses | 6 | $397K | 0.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Summit Radiology, P.C. Profit Sharing Plan Summit Radiology P.C. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Andrew Dickmeyer | Principal Owner | Nov 2002 (24y) | 25% – 50% | |
| Ian Da Costa Boyce | Principal Owner, Chief Compliance Officer (Cco) | CFP | Feb 2004 (23y) | 25% – 50% |
| Andrew D Lanphear | Registered representative | Oct 2018 (8y) | ||
| Max David Dickmeyer | Registered representative | Aug 2020 (6y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Summit Radiology, P.C. Profit Sharing Plan | Summit Radiology P.C. | 113 | $72.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 948 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $324M (74% of AUM) Feb 2026
- Fidelity Distributors Company Llc $102M (23% of AUM) Feb 2026
- Fidelity Investments Institutional Services Company, Inc. $45.4M (26% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗