Dickmeyer Boyce Financial Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Dickmeyer Boyce Financial Management reports 420 clients. They include 278 individual clients, 124 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($439M across 1,253 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 13 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 19% |
| High-net-worth individuals | 30% | 75% |
| Pension and profit-sharing plans | 2% | 3% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 278 | $84.2M | 19.2% | $303K |
| High-net-worth individuals | 124 | $327M | 74.6% | $2.64M |
| Pension and profit-sharing plans | 7 | $12.8M | 2.9% | $1.83M |
| Charitable organizations | 5 | $14.1M | 3.2% | $2.81M |
| Corporations and other businesses | 6 | $397K | 0.1% | $66.2K |
| Total | 420 | $439M | 100% | $1.04M |
- Clients
- 278
- Regulatory AUM
- $84.2M
- AUM share
- 19.2%
- Avg. per client
- $303K
- Clients
- 124
- Regulatory AUM
- $327M
- AUM share
- 74.6%
- Avg. per client
- $2.64M
- Clients
- 7
- Regulatory AUM
- $12.8M
- AUM share
- 2.9%
- Avg. per client
- $1.83M
- Clients
- 5
- Regulatory AUM
- $14.1M
- AUM share
- 3.2%
- Avg. per client
- $2.81M
- Clients
- 6
- Regulatory AUM
- $397K
- AUM share
- 0.1%
- Avg. per client
- $66.2K
Total
- Clients
- 420
- Regulatory AUM
- $439M
- AUM share
- 100%
- Avg. per client
- $1.04M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 13
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Dickmeyer Boyce Financial Management charges 0.40%–1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Ad Hoc Advisory Services
- Hourly advisory services are billed at $200 an hour under an engagement letter.
- Personal Financial Overview
- A typical fee for the Personal Financial Overview is $2,000; annual reviews and plan updates are billed hourly at the disclosed rate.
David Dickmeyer owns 25% to 50% of Dickmeyer Boyce Financial Management. The leadership team of Dickmeyer Boyce Financial Management includes Chief Compliance Officer Sara Stanski. It has 8 employees, 7 of them in advisory roles.
Leadership
- Sara StanskiChief Compliance Officer/Director of Operations
Ian BoycePrincipal Owner- Max DickmeyerFinancial Planner/Owner
David DickmeyerPrincipal Owner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 7 in advisory functions
- Owns 25% to 50% of Dickmeyer Boyce Financial Management, Inc
David Dickmeyer
Control person · since November 2002
- Owns 25% to 50% of Dickmeyer Boyce Financial Management, Inc
Ian Boyce
Control person · since February 2004
- Owns 10% to 25% of Dickmeyer Boyce Financial Management, Inc
Max Dickmeyer
Control person · since December 2022
Dickmeyer Boyce Financial Management’s regulatory assets grew 1.9× from $237M (March 2021) to $439M (February 2026); clients rose from 392 to 420 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $439M | 420 | 8 | 2 |
| June 2025 | $373M | 403 | 8 | 2 |
| March 2024 | $323M | 388 | 8 | 2 |
| June 2023 | $275M | 386 | 8 | 2 |
| March 2022 | $296M | 369 | 8 | 2 |
| March 2021 | $237M | 392 | 7 | 2 |
Besides its headquarters, Dickmeyer Boyce Financial Management has 1 office, with 2 listed addresses in Indiana and Wisconsin.
Indiana · 1 listed address
- 6506 Constitution Drive, Fort WayneHQ
Wisconsin · 1 listed address
- 2505 N 124th St Ste 101, Brookfield
Other business names
Dickmeyer Boyce Financial Management has reported 2 other business names to the SEC.
- Dickmeyer Boyce Financial Management, Inc
- Dickmeyer-Boyce Financial Management
Contact and registration details
- Legal name
- Dickmeyer Boyce Financial Management, Inc
- Headquarters
- 6506 Constitution Drive, Fort Wayne, IN 46804-1550
- Website
- dickmeyerboyce.com
- Phone
- 260-436-2051
- SEC file
- 801-64585
- Founded
- 2002
- Structure
- Indiana corporation
- Fiscal year end
- December
Dickmeyer Boyce Financial Management uses Charles Schwab ($324M, 76%) and Fidelity ($102M, 24%) as custodians for its separately managed accounts. Dickmeyer Boyce Financial Management has custody of $106M in client assets for 123 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $324M76%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $102M24%
At year end, Dickmeyer Boyce Financial Management’s separately managed accounts were mostly in funds (67%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $193M across 129 positions; the largest are Fidelity Merrimack Str TR (6.0%), Apple Inc. (4.7%) and iShares TR (3.9%).
What the accounts hold
- Stocks22%
- Funds67%
- Bonds5%
- State and local bonds4%
- U.S. government and agency bonds1%
- Cash6%
Reported 13F holdings
- $193M
- Reported 13F value
- 129
- Positions
- 37.4%
- In the 10 largest
- +13.6%
- Value vs. prior quarter
- Fidelity Merrimack Str TR · Total BD ETF6.0%
- Apple Inc.4.7%
- iShares TR · Rus Mid Cap ETF3.9%
- Schwab Strategic TR · US Dividend EQ3.9%
- Wisdomtree TR · US Midcap Divid3.7%
- Vanguard Whitehall Fds · High Div Yld3.5%
- Vanguard Mun BD Fds · Tax Exempt BD3.2%
- Microsoft Corp.3.1%
- Johnson & Johnson2.8%
- Wisdomtree TR · US Qtly Div Grt2.8%
Together, the ten largest are 37.4% of reported value.
How many clients does Dickmeyer Boyce Financial Management have?
Dickmeyer Boyce Financial Management has 420 clients and manages $439 million for them, as of February 2026. They include 278 individual clients, 124 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does Dickmeyer Boyce Financial Management offer?
Dickmeyer Boyce Financial Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Dickmeyer Boyce Financial Management charge?
Dickmeyer Boyce Financial Management charges 0.40%–1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Source: SEC FORM ADV PART 2A FIRM BROCHURE, filed 26 February 2026
Which custodians does Dickmeyer Boyce Financial Management use?
Dickmeyer Boyce Financial Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $324M and Fidelity Distributors Company LLC (Smithfield, RI), with $102M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does Dickmeyer Boyce Financial Management have?
Dickmeyer Boyce Financial Management has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Dickmeyer Boyce Financial Management invest in?
At the end of its last fiscal year, Dickmeyer Boyce Financial Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 6% cash and equivalents, 4% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Dickmeyer Boyce Financial Management have a minimum investment?
Yes, Dickmeyer Boyce Financial Management’s minimum account size for its Asset Management is $500K.
Source: SEC FORM ADV PART 2A FIRM BROCHURE, filed 26 February 2026
Who owns Dickmeyer Boyce Financial Management?
Dickmeyer Boyce Financial Management’s direct owners are David Dickmeyer, Ian Boyce and Max Dickmeyer, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does Dickmeyer Boyce Financial Management get paid?
Dickmeyer Boyce Financial Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or 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 Dickmeyer Boyce Financial Management?
Dickmeyer Boyce Financial Management’s main office is at 6506 Constitution Drive, Fort Wayne, IN 46804-1550. Its phone number is 260-436-2051. Its website is dickmeyerboyce.com.