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| Dickmeyer Boyce Financial Management Inc
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|---|---|
| CRD # | 124281 |
| SEC # | 801-64585 |
| CIK # | 0002038325 |
| AUM | $438.5 M (2026-02-26) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 260-436-2051 |
| Address | 6506 Constitution Drive Fort Wayne, IN 46804-1550 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002038325 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.0 | ||
| Microsoft Corp | 5.5 | ||
| Johnson & Johnson | 5.4 | ||
| AbbVie Inc | 3.4 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Verizon Communications Inc | 2.9 | ||
| Nvidia Corp | 2.5 | ||
| Starbucks Corp | 2.5 | ||
| Cisco Systems Inc | 2.4 | ||
| Alphabet Inc | 2.1 | ||
| Realty Income Corp | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| Illinois Tool Works Inc | 1.6 | ||
| Wal Mart Stores Inc | 1.6 | ||
| PepsiCo Inc | 1.5 | ||
| Procter & Gamble Co | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 84.2 |
| (b) Individuals (high net worth individuals) | 124 | 327.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 12.8 |
| (h) Charitable organizations | 5 | 14.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,253 | 438.5 |
| By Discretionary | ||
| Discretionary | 1,253 | 438.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,253 | 438.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 438.1 | |
| Total | 1,253 | 438.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002038325] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MainStreet RIA LLC
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|
MO | 0.4 |
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Arcadia Wealth Management LLC
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NH | 0.4 |
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Bright Road Wealth Management LLC
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Money Management Services Inc
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Landmark Wealth Management LLC
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NY | 0.4 |
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Rise Advisors LLC
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NY | 0.4 |
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Primesolutions Advisors LLC
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PA | 0.4 |
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Muhlenkamp & Co Inc
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PA | 0.4 |
|
Tricord Advisors Inc
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CA | 0.4 |
|
Power Wealth Management LLC
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GA | 0.4 |