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DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

FORT WAYNE, IN · CRD 124281 · IAPD ↗ · 260-436-2051

$438.5MRegulatory AUM
7Advisory reps
8Employees
13Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
October 2024 — DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.