Boyd Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Boyd Capital Management reports 281 clients. They include 206 individual clients and 75 high-net-worth individuals. Of its assets, 88.0% ($148M across 278 accounts) are managed with discretion; $20.2M across 3 accounts are not. A wrap fee program the firm both sponsors and manages holds $148M. It advised 310 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 24% |
| High-net-worth individuals | 27% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 206 | $39.6M | 23.5% | $192K |
| High-net-worth individuals | 75 | $129M | 76.5% | $1.72M |
| Total | 281 | $168M | 100% | $599K |
- Clients
- 206
- Regulatory AUM
- $39.6M
- AUM share
- 23.5%
- Avg. per client
- $192K
- Clients
- 75
- Regulatory AUM
- $129M
- AUM share
- 76.5%
- Avg. per client
- $1.72M
Total
- Clients
- 281
- Regulatory AUM
- $168M
- AUM share
- 100%
- Avg. per client
- $599K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 310
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Boyd Capital Management charges 0.75%–1.25% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a negotiated fixed fee of $1,000 to $10,000 for a plan, or $250 an hour.
Joseph Boyd owns 50% to 75% of Boyd Capital Management. Joseph Boyd is CEO. It has 3 employees, 2 of them in advisory roles.
Leadership
Joseph BoydManaging Member, Chief Executive Officer, & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Boyd Capital Management LLC
Joseph Boyd
Control person · since October 2020
- Owns 25% to 50% of Boyd Capital Management LLC
Mamco2 LLC
Control person · since July 2019
- Owns 75% or more of Mamco2 LLC
Andrew Mui
Control person · since November 2020
Boyd Capital Management’s regulatory assets grew 1.9× from $90M (June 2021) to $168M (September 2026); clients rose from 125 to 281 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $168M | 281 | 3 | 1 |
| January 2025 | $124M | 532 | 3 | 1 |
| July 2024 | $124M | 532 | 3 | 1 |
| March 2022 | $88.3M | 453 | 3 | 1 |
| June 2021 | $90M | 125 | 2 | 1 |
Besides its headquarters, Boyd Capital Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 400 Linden Oaks, Suite 120, RochesterHQ
Contact and registration details
- Legal name
- Boyd Capital Management LLC
- Headquarters
- 400 Linden Oaks, Suite 120, Rochester, NY 14625
- Website
- boydcapital.com
- Phone
- 585-269-8511
- SEC file
- 801-120330
- Structure
- New York LLC
- Fiscal year end
- December
Boyd Capital Management does not have custody of client assets.
At year end, Boyd Capital Management’s separately managed accounts were mostly in stocks (92%).
What the accounts hold
- Stocks92%
- Non-exchange-traded equities77%
- Exchange-traded equities15%
- Cash6%
- Other2%
- Covered calls2%
How many clients does Boyd Capital Management have?
Boyd Capital Management has 281 clients and manages $168 million for them, as of September 2026. They include 206 individual clients and 75 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Boyd Capital Management offer?
Boyd Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Boyd Capital Management charge?
Boyd Capital Management charges 0.75%–1.25% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: ADV PART 2A- BOYD CAPITAL MANAGEMENT LLC, filed 24 May 2026
How many financial advisors does Boyd Capital Management have?
Boyd Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Boyd Capital Management invest in?
At the end of its last fiscal year, Boyd Capital Management’s separately managed accounts held 77% non-exchange-traded equities, 15% exchange-traded equities, 6% cash and equivalents and 2% other. The 2% other category is described as: Covered Calls.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Boyd Capital Management?
Boyd Capital Management is owned through a holding company by Andrew Mui. Its direct owners are Joseph Boyd (50% to 75%) and Mamco2 LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Boyd Capital Management get paid?
Boyd Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Boyd Capital Management?
Boyd Capital Management’s main office is at 400 Linden Oaks, Suite 120, Rochester, NY 14625. Its phone number is 585-269-8511. Its website is boydcapital.com.