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BOYD CAPITAL

ROCHESTER, NY · CRD 312070 · IAPD ↗ · boydcapital.com · 585-269-8511

$168.3MRegulatory AUM
2Advisory reps
3Employees
310Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
June 2026 — BOYD CAPITAL reported RAUM up 35% ($124.5M -> $168.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — BOYD CAPITAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
August 2024 — BOYD CAPITAL reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
August 2024 — BOYD CAPITAL reported RAUM up 41% ($88.3M -> $124.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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