SourcingSourcing

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

C29
CRD 124281·SEC 801-64585·FORT WAYNE, IN
AUM
$438.5M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
CRD
124281
SEC file #
801-64585
EIN
450490003
DBA names
—

Economics

AUM
$438.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$177.2M → $438.5M▲ +147%
Client mix
Individuals Other278
Individuals High Net Worth124
Pension Profit Sharing Plans7
Corporations6
Charitable Organizations5

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
FORT WAYNE IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
facebook.com/dickmeyerboyce(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOYCE, IAN, DA COSTA
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BOYCE, IAN, DA COSTA
DICKMEYER, DAVID, 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
fallback_guess:dickmeyerboyce.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,443
Form 5500 Compensation Trajectory 3y
20255,443
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,443
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002038325
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0002085853-26-000591

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
6506 CONSTITUTION DRIVEFORT WAYNE, IN 46804
Business
6506 CONSTITUTION DRIVEFORT WAYNE, IN 46804
Edgar EIN
450490003
Edgar Recent Filings
13F-HR2026-05-13 · 0002085853-26-000591
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4367058
Trust Company Affiliate
No

People (5)

5
DICKMEYER, DAVID, ANDREW
IAR · Direct Owner · 37.5%
4367061
BOYCE, IAN, DA COSTA
IAR · Direct Owner · 37.5%
4367058
Dickmeyer, Max, David
IAR · Direct Owner · 17.5%
7274821
Stanski, Sara, Anne
Executive Officer · 2.5%
8060352
ANDREW D LANPHEAR
IAR
7035472