Dickmeyer Boyce Financial Management, Inc (Fort Wayne)

Dickmeyer Boyce Financial Management, Inc is a large advisory firm based in Fort Wayne. It manages $177.22 million of regulatory assets for 965 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Illinois, and Indiana.

Dickmeyer Boyce Financial Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dickmeyer Boyce Financial Management: assets under management

The assets under management (AUM) of Dickmeyer Boyce Financial Management, Inc is $177.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 186% since the beginning of its operation, and $259.94 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $177.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.65 thousand each.

Dickmeyer Boyce Financial Management has custody of $33.61 million in cash and securities for 74 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in investment grade corporate bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dickmeyer Boyce Financial Management, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Dickmeyer Boyce Financial Management serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Dickmeyer Boyce Financial Management is individuals with 286 clients and $165.15 million of assets under management. Among the 7 most similar advisory firms, Dickmeyer Boyce Financial Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $177.22 million for 293 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Dickmeyer Boyce Financial Management doesn't advise any private funds.

Careers at Dickmeyer Boyce Financial Management, Inc

The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Andrew Dickmeyer	Principal owner	1 Nov 2002	25% - 50%	4367061
Ian Da Costa Boyce	Principal owner, chief compliance officer (cco)	1 Feb 2004	25% - 50%	4367058
Jeffrey Keith Presley	Principal owner	1 May 2012	25% - 50%	2125227

Based in Fort Wayne

The principal office where Dickmeyer Boyce Financial Management, Inc performs its advisory services is located at 6506 Constitution Drive, Fort Wayne, IN 46804 1550, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-436-2051 or by fax 260-436-2536. The normal business hours are 8 am to 5 pm on Monday - Friday.