Eric Boyce has been Managing Member & Chief Compliance Officer of Boyce & Associates Wealth Consulting since March 2017, is a control person of the firm and directly owns 75% or more of it. Eric Boyce holds a B.B.A. in Finance from the University of Texas at Austin and an M.S. in Finance from the University of Texas at Dallas.
Boyce & Associates Wealth Consulting, Inc. is a Cedar Park, TX firm with $245M under management, 268 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Eric Boyce is Founder, President and CEO of Boyce & Associates Wealth Consulting, Inc. and Boyce & Associates Business Valuations, LLC. He has worked in finance, treasury management, investment research and portfolio management since 1991. He has served as Austin Director for a West Texas investment adviser, as senior portfolio manager for Hester Capital Management/Luther Kind Capital Management, and as Research Director for two other Texas-based registered investment advisers.
Eric Boyce’s longest registration is the current one, 9 years at Boyce & Associates Wealth Consulting since 2017. Before joining Boyce & Associates Wealth Consulting in 2017, Eric Boyce was registered through Integrated Wealth Strategies, LLC and McDonald Capital Management.
- – present · 9 yearsCedar Park, TX · Adviser representative · Firm CRD 288157
- Integrated Wealth Strategies, LLC– · under a yearAustin, TX · Adviser representative · Firm CRD 155254
- McDonald Capital Management– · 1 yearAustin, TX · Adviser representative · Firm CRD 114531
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearAustin, TX · Adviser representative · Firm CRD 7691
- Luther King Capital Management Corporation– · under a yearFort Worth, TX · Adviser representative · Firm CRD 110093
- Hester Capital Management, L.L.C.– · 9 yearsAustin, TX · Adviser representative · Firm CRD 109623
- The Penn Investment Group, Inc.– · 1 yearAustin, TX · Adviser representative · Firm CRD 38530
Professional designations
Listed by Boyce & Associates Wealth Consulting
- Chartered Financial Analyst (CFA)
- Chartered Investment Counselor (CIC)
- Certified Cash Manager (CCM)
Investment adviser representative registrations
Eric Boyce is registered as an investment adviser representative in Texas, since June 2017.
- TexasSince 6 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 July 2013 |
| Series 7 | General Securities Representative Examination | 18 June 2013 |
| Series 24 | General Securities Principal Examination | 16 August 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 1996 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Eric Charles Boyce
- CRD
- 1925789
- Firm
- Boyce & Associates Wealth Consulting · CRD 288157
- Role
- Managing Member & Chief Compliance Officer
- Office
- 3109 KENAI DR., STE 107, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boycewealth.com
Where does Eric Boyce work?
Eric Boyce has been Managing Member & Chief Compliance Officer of Boyce & Associates Wealth Consulting, Inc. since March 2017, and is a control person of the firm.
Is Eric Boyce a financial advisor?
Yes. Eric Boyce has a current investment-adviser registration in Texas, through Boyce & Associates Wealth Consulting since June 2017.
How many years of experience does Eric Boyce have?
Eric Boyce has 23 years in the financial industry, since February 2003, across 7 adviser firms.
What exams has Eric Boyce passed?
Eric Boyce has passed 4 licensing exams: the Series 63, Series 24, Series 7 and Series 66. The earliest, the Series 63, was passed in January 1996.
Where did Eric Boyce work before Boyce & Associates Wealth Consulting?
Before Boyce & Associates Wealth Consulting, Eric Boyce was registered through McDonald Capital Management, December 2014 to April 2016; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2013 to May 2014; Luther King Capital Management Corporation, January 2013 to April 2013; Hester Capital Management, L.L.C., October 2003 to February 2013; The Penn Investment Group, Inc., October 2001 to July 2003.
Where is Eric Boyce based?
Eric Boyce’s registered office is in Cedar Park, TX.
Is Eric Boyce registered with FINRA?
No. Eric Boyce has no current broker registration.
Is Eric Boyce a CFA charterholder?
Boyce & Associates Wealth Consulting lists Eric Boyce with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Eric Boyce’s record?
Search CRD 1925789 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Boyce’s full registration record.
