SourcingSourcing

BOYD FINANCIAL STRATEGIES, INC.

A65
CRD 107505·SEC 801-125015·AUBURN, MA
AUM
$139.6M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$419K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOYD FINANCIAL STRATEGIES, INC.
CRD
107505
SEC file #
801-125015
EIN
—
DBA names
—

Economics

AUM
$139.6M
AUM band
$100M-$500M
AUM trajectory
'23'26
$119.6M → $139.6M▲ +17%
Client mix
Individuals Other108
Individuals High Net Worth41

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
AUBURN MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
boydstrategy.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOYD, JOHN, ROBERT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BOYD, JOHN, ROBERT
BOYD, PETER, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BOYDSTRATEGY.COM
Rdap Domain Creation Date
1999-08-17T15:25:47Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.305
Soi Zip Pct 200k Plus
0.0762
Soi Zip Returns 200k Plus
690
Soi Zip Total AGI
779,461
Census Median Hh Income
101,992
Census High Income Households
825
Census Median Age
43.8
Census Pop 65 66 Total
506
Census Total Households
6,672
Fdic Zip Total Deposits
14,661,270,000
Fdic Zip Branch Count
235
Fdic Zip Top Banks
Bank of America, National Association
Webster Five Cents Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Census Bachelors Plus Count
2,933
Census Median Home Value
340,600
Census Unemployed Count
390
Census Zip
01501
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Shawmut Bank, National AssociationAuburn, MA
Shawmut Bank, National AssociationAuburn, MA
Fdic Zip HHI
1159.11
Fdic Zip Top Bank Share Pct
20.35
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-08-17T15:25:32Z
Rdap Domain Last Changed
2021-06-18T07:15:57Z
Rdap Nameservers
Ns47.worldnic.comNs48.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,407
Returns2,100
Stub 2
AGI60,597
Returns1,610
Stub 3
AGI91,729
Returns1,480
Soi Zip Total Business Income
25,259
Soi Zip Total Cap Gains
15,752
Soi Zip Total Dividends
6,693
Soi Zip Total Returns
9,050
Top Owner CRD
1361880
Trust Company Affiliate
No

People (4)

4
BOYD, PETER, ANDREW
IAR · Direct Owner · 37.5%
5647772
BOYD, JOHN, ROBERT
IAR · Direct Owner · 37.5%
1361880
ROSEMARIE ANTIC BOYD
Direct Owner · 37.5%
1147294
Jack Pearson Boyd
IAR
7839045