B
Boyd Investment Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,641,458
Clients
106
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
106
Very HighAverage account size
$496,618
About
Boyd Investment Services provides portfolio management and financial consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, foundations, endowments, corporations, small businesses and their pension plans. Services include discretionary and non‑discretionary asset management, fixed‑fee project work such as portfolio reviews and investment policy statements, and ongoing consulting on retirement and other financial planning matters.
The firm combines fundamental, technical and cyclical analysis with Modern Portfolio Theory to build asset‑allocation‑driven portfolios and conducts regular monitoring, reporting and rebalancing. Investment management is delivered through advisor platforms sponsored by its broker‑dealer partner (including a Vision2020 wealth management program and an Advisor Managed Portfolios offering), with custody and execution provided via Pershing.
Noteworthy features include the adviser’s role as a registered representative of its broker‑dealer, which leads the firm to execute client transactions through that broker‑dealer and, in some cases, receive commissions or 12b‑1 payments and participate in vendor incentive programs—disclosures the firm makes and that create potential conflicts of interest. The firm also provides pension‑plan consulting (an offering less common among peers) and disclosed a resolved August 2025 administrative consent order addressing written advisory agreements and certain fee and custody procedures, resulting in a $5,000 civil penalty.
Client services
Portfolio management
Expertise
Concentrated stock management
Active portfolio management
Retirement income strategy
Cash flow / budgeting
Fee options
Fixed-fee project-based services including portfolio reviews and investment policy statement; on-demand financial consulting and ongoing annual consulting fees as negotiated.
$0 - $99,999: 1.75% annually $100,000 - $249,999: 1.50% annually $250,000 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000+: Negotiable
Commissions are received from sales of securities through Osaic Wealth Inc., a broker-dealer.
Account minimum: $25,000
Main office location
Boyd Investment Services
9017 S Pecos Rd, Suite 4510
Henderson NV 89074, United States
Number of offices
1
Most active in
Boyd Investment Services has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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