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BOYER FINANCIAL SERVICES, INC.

NEWPORT BEACH, CA · CRD 331868 · IAPD ↗ · 949-336-4990

$167.0MRegulatory AUM
2Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2025 — BOYER FINANCIAL SERVICES, INC. now reports custody of client assets ($108.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
November 2024 — BOYER FINANCIAL SERVICES, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
July 2024 — BOYER FINANCIAL SERVICES, INC. (NEWPORT BEACH, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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