|
⚲
|
| Keyboard |
| John Boyer Inc
✚
|
|
|---|---|
| CRD # | 145275 |
| SEC # | 801-121513 |
| CIK # | |
| AUM | 165.6 M (2026-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 813-254-9500 |
| Address | 1304 Desoto Ave Tampa, FL 33606 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 27.3 |
| (b) Individuals (high net worth individuals) | 57 | 138.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 492 | 165.6 |
| By Discretionary | ||
| Discretionary | 477 | 152.2 |
| Non-Discretionary | 15 | 13.4 |
| Total | 492 | 165.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.6 | |
| Total | 492 | 165.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
OR | 166.6 M |
|
Hunter Street Investment Advisors LLC
✚
|
NC | 166.4 M |
|
Mutual Trust Advisory Group Inc
✚
|
FL | 165.8 M |
|
Black Horse Wealth Management LLC
✚
|
165.6 M | |
|
Kissling Financial Services LLC
✚
|
PA | 165.5 M |
|
Runnymede Capital Advisors Inc
✚
|
165.1 M | |
|
OCTO Capital LLC
✚
|
MI | 165.0 M |
|
Waterstone Wealth Advisors LLC
✚
|
164.9 M | |
|
The Keystone Financial Alliance LLC
✚
|
GA | 164.7 M |
|
Demand Wealth LLC
✚
|
164.6 M |