Boyd Capital Management Llc
- Regulatory AUM
- $168M
- Discretionary
- $148M
- Clients
- 281
- Avg AUM / client
- $599K
- Accounts
- 281
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 206 | $39.6M | 23.5% |
| High net worth individuals | 75 | $129M | 76.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Innovative Data Processing Solutions, Llc. 401(k) Plan And Trust Innovative Data Processing Solutions, Llc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Aaron Boyd | Managing Member, Chief Executive Officer, & Chief Compliance Officer | Oct 2020 (6y) | 50% – 75% | |
| Mui, Andrew, K | Managing Member | Nov 2020 (6y) | ≈ 37.5% – 75% via Mamco2 Llc | |
| Devon Sean Nolan | Registered representative | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mamco2 Llc | Member | Jul 2019 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Mui, Andrew, K: 75% – 100% of Mamco2 Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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 |
|---|---|---|---|---|
| Innovative Data Processing Solutions, Llc. 401(k) Plan And Trust | Innovative Data Processing Solutions, Llc. | 98 | $12.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/24/2026 | 897 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
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $84.8M (68% of AUM) Jan 2025
- Wells Fargo $69.3M (56% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 24, 2026.
View current Form ADV (SEC/IAPD) ↗