DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
Adviser information for DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,170 | $318.9M |
| Non-Discretionary | 7 | $3.7M |
| Total | 1,177 | $322.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 265 | $76.9M |
| HNW Individuals | 103 | $225.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $8.0M |
| Charitable organizations | <5 | $8.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 16 | $4.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 16 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-64585 |
|---|---|
| SEC ERA File Number | 801-64585 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 124281 |
| Legal Entity Identifier | None |
Principal Office
6506 CONSTITUTION DRIVEFORT WAYNE
IN
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 260-436-2051, Fax: 260-436-2536
Chief Compliance Officer
IAN D. BOYCE
CHIEF COMPLIANCE OFFICER
6506 CONSTITUTION DRIVE
FORT WAYNE
IN
United States
Tel:
260.436.2051
Fax:
260.436.2536
I**@*****************M
(Full email address available in API data)
Regulatory Contact
SARA A. STANSKI
DIRECTOR OF OPERATIONS
6506 CONSTITUTION DRIVE
FORT WAYNE
IN
United States
Tel:
260.436.2051
Fax:
260.436.2536
S***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DICKMEYER, DAVID, ANDREW | Individual | – | PRINCIPAL OWNER | 11/2002 | 25-50% |
| BOYCE, IAN, DA COSTA | Individual | – | PRINCIPAL OWNER, CHIEF COMPLIANCE OFFICER (CCO) | 02/2004 | 25-50% |