Wealth manager, wrap-program sponsor · Rochester, NY
Boyd Capital
Boyd Capital Management LLC · SEC-registered investment adviser · CRD 312070 · SEC 801-120330
At a glance
Boyd Capital is an SEC-registered investment adviser based in Rochester, New York, with $168 million in regulatory assets under management as of its Form ADV filed September 21, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 281 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 6,455th of 8,915 wealth managers and 13,134th of 17,210 SEC-registered advisers by assets.
Main office 585-269-8511boydcapital.comAs filed on Form ADV
- Regulatory AUM
- $168M
- Rank among wealth managers
- #6,455 of 8,915
- Rank among all SEC RIAs
- #13,134 of 17,210
- Rank in New York
- #1,991 of 2,591
- Individual clients
- 281
- High-net-worth clients
- 75
- Accounts
- 281
- Discretionary
- 88% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Joseph BoydManaging Member, Chief Executive Officer, & Chief Compliance Officer
Custody and brokerage
Custodian
Boyd Capital’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 75 | $129M | 76% |
| Individuals | 206 | $40M | 24% |
Disciplinary disclosures
Boyd Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗boydcapital.com ↗
AtlasMembers
The full record on Boyd Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,627 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Boyd Capital manage?
Boyd Capital reports $168 million in regulatory assets under management across 281 accounts, 88% of it on a discretionary basis, on its Form ADV filed September 21, 2026.
What kind of firm is Boyd Capital?
Boyd Capital is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Boyd Capital’s clients?
By assets, its largest client types are high-net-worth individuals ($129 million, 75 clients); individuals ($40 million, 206 clients).
Does Boyd Capital have any disciplinary history?
Boyd Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Boyd Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →