Boyd Capital Management

Financial Advisory and Wealth Managementboydcapital.com

Boyd Capital Management is an independent registered investment advisor in Rochester, NY offering nine integrated wealth management services — financial planning, investment advisory, retirement, tax, insurance, estate, college, and employee benefits — to individuals, families, and small business owners nationwide.

Company typePrivate
Founded2021
HeadquartersRochester, United States
Headcount1–10
GTM typeB2B and B2C
OfferingServices

What Boyd Capital Management does

Boyd Capital Management is an independent registered investment advisor (RIA) operating as Boyd Capital LLC from a single office at 30 W Broad St., Unit 2, Rochester, NY. Founded by Joseph Boyd and operating with a team of approximately four named professionals, the firm delivers a comprehensive suite of nine integrated financial advisory service lines: financial planning, investment advisory, retirement planning, retirement plan services, tax strategies, insurance planning, estate planning, college/education planning, and employee benefits analysis. The firm explicitly positions itself as 100% independent with no proprietary product affiliations, targeting individuals, families, and small business owners whom larger institutions are said to underserve.

The firm operates a classic RIA technology stack with no proprietary platform. Client-facing tools are sourced from third-party providers: eMoney for financial planning, Morningstar for investment research, and custodian/investment platforms including Charles Schwab, First Clearing, Capital Group (American Funds), and Invesco for account access and brokerage. Service delivery runs through direct advisor-led consultations in person at the Rochester office, by phone (585-269-8511), and via website contact forms, with referral-based and content-driven top-of-funnel marketing rather than paid acquisition.

The revenue model is fee-based advisory, consistent with standard RIA practice — likely a percentage of assets under management, flat fees, or hourly engagements — though specific fee schedules are not publicly disclosed. The firm has no external funding, no parent company, no subsidiaries, and no disclosed M&A activity. Client logos are not published and customer concentration is unknown. No AI/ML capabilities, patents, awards, or regulatory actions are disclosed in the available materials.

Boyd Capital Management firmographics

Firmographics

Name: Boyd Capital Management
Legal name: Boyd Capital LLC
Website: https://boydcapital.com
Company type: Private
Founded year: 2021
Operating status: Operating
Headcount range: 1–10 employees
Short description: Boyd Capital Management is an independent registered investment advisor in Rochester, NY offering nine integrated wealth management services — financial planning, investment advisory, retirement, tax, insurance, estate, college, and employee benefits — to individuals, families, and small business owners nationwide.
Ownership category
akta.pro rank

Boyd Capital Management industry classification

Industry

Product category: Financial Advisory and Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
akta.pro primary industry: Business Owner & Executive Financial Planning (FSAEAAAO)
akta.pro secondary industry: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

Financial planning services
Investment advisory services
Wealth management services
Retirement planning services
Tax planning strategies

Where Boyd Capital Management is headquartered

Location

Headquarters

HQ city: Rochester
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Boyd Capital Management business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Financial Advisory and Wealth Management Fees: Boyd Capital Management generates revenue through financial advisory and wealth management services. As a registered investment advisor, they likely operate on a fee-based model, either flat fees, hourly rates, or a percentage of assets under management (AUM). The firm provides services to individuals, families, and businesses across a comprehensive range of financial planning needs.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Boyd Capital Management product offering

Product offering

Core offering

Boyd Capital Management is an independent, fee-based registered investment advisor providing comprehensive financial planning and wealth management services across nine service lines: retirement plan services, retirement planning, financial planning, investment advisory, tax strategies, insurance planning, employee benefits analysis, estate planning, and college/education planning. The firm delivers personalized advice to individuals, families, and business owners on cash flow analysis, investment management, tax-efficient strategies, and asset transfer. Services are delivered through direct advisor consultations supported by third-party platforms including eMoney, Morningstar, and major custodian integrations (Charles Schwab, First Clearing, Capital Group, Invesco).

Product overview

Boyd Capital Management offers a unified suite of financial advisory services organized around nine core service areas: Retirement Plan Services, Retirement Planning, Financial Planning, Investment Advisory, Tax Strategies, Insurance Planning, Employee Benefits Analysis, Estate Planning, and College/Education Planning. These services are delivered as integrated offerings rather than standalone products, allowing the firm to provide comprehensive wealth management that addresses clients' complete financial picture—from investment management and tax optimization to estate transfer and employee benefits analysis. The firm operates as a fee-only, independent advisory practice serving individuals, families, and businesses.

Differentiator

Problem solved

Functional benefit

Products and services

Retirement Plan Services Comprehensive retirement plan services including strategic investment analysis, financial benchmarking, employee education, retirement plan design consulting, and 401(k) management for plan sponsors and participants.
Retirement Planning
Financial Planning
Investment Advisory
College/Education Planning
Tax Strategies
Insurance Planning
Employee Benefits Analysis
Estate Planning

Companies that use Boyd Capital Management

Customer profile

Segments3 records

Ideal customer profiles3 records

Boyd Capital Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration6 records

Boyd Capital Management partnerships and signals

Strategic signal

Partnerships

Six partnerships are on record, tiered core and supporting.

eMoneycoreTechnology or IntegrationeMoney provides wealth management platform integration for Boyd Capital clients to access their financial accounts and planning tools through the secured client portal.
MorningstarcoreTechnology or IntegrationMorningstar investment research platform is available through client login for financial analysis and investment research.
Charles SchwabcoreTechnology or IntegrationCharles Schwab custodian platform integration providing client login access for account management and brokerage services.
First ClearingcoreTechnology or IntegrationFirst Clearing clearing firm integration providing clearing services and client account access through their platform.
Capital Group (American Funds)supportingTechnology or IntegrationCapital Group (American Funds) investment management company providing mutual fund investments accessible through client accounts.
InvescosupportingTechnology or IntegrationInvesco investment management firm providing access to their investment products and services through client account login.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Boyd Capital Management competitors and assessment

Company assessment

Direct peers

Carson Group: Partnership-based RIA network serving independent financial advisors and their clients with wealth management, coaching, and back-office support. Comparable as an independent-advisor platform serving Main Street investors.
Buckingham Strategic Wealth: Independent, fee-only RIA providing comprehensive financial planning, tax, and investment advisory to individuals and families. Closely comparable service mix and independence-led value proposition to Boyd Capital.
Facet Wealth: Digital-first RIA offering comprehensive financial planning for mass-affluent and middle-market clients nationwide. Highly comparable to Boyd Capital's positioning against traditional wealth-management elitism and its integrated planning approach.
Sanctuary Wealth: Partnership platform for independent advisors and wealth management firms offering compliance, technology, and investment support. Comparable as a smaller-scale independent advisor model that scales via partnership infrastructure.

Broad incumbents

Fisher Investments: Large independent investment management firm serving individuals, families, and institutions with portfolio management and wealth planning. Comparable independence positioning and individual-investor focus at substantially greater scale.
Empower Personal Dashboard: Hybrid digital-and-human RIA (formerly Personal Capital) combining automated portfolio management with human advisors for mass-affluent and HNW clients. Comparable mass-affluent target with integrated financial planning tooling.
Edelman Financial Engines: Largest independent RIA in the US, focused on 401(k) participants, retirement plan participants, and individual investors. Comparable target audience and retirement-plan service line to Boyd Capital.
Mariner Wealth Advisors: National independent RIA delivering financial planning, investment advisory, tax, and estate services to individuals and families. Comparable breadth of services to Boyd Capital but at multi-billion-dollar scale.
Creative Planning: Large independent, fee-only RIA offering comprehensive financial planning, tax, estate, and investment management to individuals and businesses. Overlaps Boyd Capital across every core service but at significantly greater scale.

Others

Commonwealth Financial Network: Independent broker-dealer and RIA support platform providing custody, technology, and practice-management services to independent advisors. Comparable as infrastructure partner Boyd Capital could leverage as it scales.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Boyd Capital Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Boyd Capital Management leadership team

Management profile

Number of profiles

Profiles4 records

Boyd Capital Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Boyd Capital Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Boyd Capital Management

What does Boyd Capital Management do?

Is Boyd Capital Management a public or private company?

Boyd Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Boyd Capital Management founded?

Boyd Capital Management was founded in 2021. It employs 1 to 10 people.

Where is Boyd Capital Management based?

Boyd Capital Management is headquartered in Rochester, United States, in the North America region.

How does Boyd Capital Management make money?

One revenue line is on record: financial Advisory and Wealth Management Fees.

Who are Boyd Capital Management's main competitors?

Direct peers on record are Carson Group, Buckingham Strategic Wealth, Facet Wealth and Sanctuary Wealth. Broad incumbents are Fisher Investments, Empower Personal Dashboard, Edelman Financial Engines, Mariner Wealth Advisors and Creative Planning. Commonwealth Financial Network is listed as an others.

Does Boyd Capital Management have an API?

No public API is recorded for Boyd Capital Management.

What industry is Boyd Capital Management in?

Boyd Capital Management's product category is Financial Advisory and Wealth Management. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.