{"url":"https://nivawealth.com/firms/boyd-capital-management-312070","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312070","regulatoryAum":168334114,"crd":"312070","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5715005","suffix":null,"lastName":"BOYD","firstName":"JOSEPH","middleName":"AARON"},{"crd":"5211133","suffix":null,"lastName":"NOLAN","firstName":"DEVON","middleName":"SEAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-21","regulatoryAum":90000000,"clients":125,"employees":2,"offices":1},{"filedOn":"2022-03-24","regulatoryAum":88310015,"clients":453,"employees":3,"offices":1},{"filedOn":"2024-07-23","regulatoryAum":124496187,"clients":532,"employees":3,"offices":1},{"filedOn":"2025-01-03","regulatoryAum":124496187,"clients":532,"employees":3,"offices":1},{"filedOn":"2026-09-21","regulatoryAum":168334114,"clients":281,"employees":3,"offices":1}],"secFileNumber":"801-120330","legalName":"Boyd Capital Management LLC","displayName":"Boyd Capital Management","slug":"boyd-capital-management-312070","website":"https://boydcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/312070/29e8ad923cf2f4b1-r1.webp","tone":"light","width":441,"height":200,"sourceUrl":"https://boydcapital.com/","sourceLabel":"Boyd Capital, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"400 Linden Oaks, Suite 120","city":"Rochester","state":"NY","stateName":"New York","country":"United States","postalCode":"14625"},"tradeNames":[],"registration":{"secApproved":"12 February 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":599053.7864768683,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":168334114,"discretionary":148120616,"discretionaryAccounts":278,"nonDiscretionary":20213498,"nonDiscretionaryAccounts":3,"wrapProgram":148120616,"nonUsClientsPct":0,"nonAumClients":310},"clientTypes":[{"label":"Individuals (other than HNW)","clients":206,"regulatoryAum":39564626},{"label":"High-net-worth individuals","clients":75,"regulatoryAum":128769488}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=920117","versionId":920117,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-24","documentName":"ADV PART 2A- BOYD CAPITAL MANAGEMENT LLC","fee_rate_low":0.75,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Financial planning is a negotiated fixed fee of $1,000 to $10,000 for a plan, or $250 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=920117","versionId":920117,"submittedOn":"2026-05-24","documentName":"ADV PART 2A- BOYD CAPITAL MANAGEMENT LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:50:26.509212+00:00","documents":[{"name":"ADV PART 2A- BOYD CAPITAL MANAGEMENT LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=920117","versionId":920117,"submittedOn":"2026-05-24"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046113","versionId":1046113,"submittedOn":null}]},"custodians":[],"custodyNote":"Boyd Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Joseph Boyd","title":"Managing Member, Chief Executive Officer, & Chief Compliance Officer","crd":"5715005"}],"ownership":[{"label":"Joseph Boyd","detail":"Managing member, chief executive officer, & chief compliance officer in the 50% to 75% ownership band and a control person, since October 2020. Also member of Mamco2 LLC, since November 2020."},{"label":"Mamco2 LLC","detail":"Member in the 25% to 50% ownership band and a control person, since July 2019."},{"label":"Andrew Mui","detail":"Indirect owner: a managing member of Mamco2 LLC in the 75% or more band and a control person, since November 2020.","parent":"Mamco2 LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"400 Linden Oaks, Suite 120","city":"Rochester","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"585-269-8511","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Commissions"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":15},{"label":"Non-exchange-traded equity securities","percent":77},{"label":"Cash and cash equivalents","percent":6},{"label":"Other","percent":2,"detail":"Covered Calls"}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/312070/PDF/312070.pdf","brochureDate":"24 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=920117","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Boyd Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Boyd Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Boyd Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Boyd Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Boyd Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Boyd Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Boyd Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Boyd Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}