Boyer Financial Services, Inc.
- Regulatory AUM
- $167M
- Discretionary
- $167M
- Clients
- 226
- Avg AUM / client
- $739K
- Accounts
- 520
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 160 | $33.4M | 20.0% |
| High net worth individuals | 66 | $129M | 77.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.7M | 2.2% |
| Charitable organizations | Fewer than 5 clients | $224K | 0.13% |
| Corporations and other businesses | Fewer than 5 clients | $441K | 0.26% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Mac Willie | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Mark Hearn Boyer | Owner & President | May 2024 (2y) | 75% or more | |
| Jason Raymond Jacobi | Registered representative | CFP | Sep 2024 (2y) | |
| Markus Tanner Boyer | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 902 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗