BOYD FINANCIAL STRATEGIES, INC.
CRD #107505 SEC #801-125015 AUBURN, MA (508) 754-3226
SEC Registered
Total AUM
$121M
Discretionary
$120.3M
Employees
3
Clients
1
Accounts
162
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $121M | $120.3M | $665.8K | 3 | 0 |
| Mar 2025 | $121M | $120.3M | $665.8K | 3 | 0 |
| Aug 2024 | $109.5M | $109M | $539.5K | 3 | 0 |
| Mar 2024 | $109.5M | $109M | $539.5K | 3 | 0 |
| Jul 2023 | $97.7M | $97.3M | $408.7K | 3 | 0 |
| Mar 2023 | $97.7M | $97.3M | $408.7K | 3 | 0 |
| Apr 2022 | $119.6M | $119.6M | $0 | 4 | 0 |
| Apr 2022 | $119.6M | $119.6M | $0 | 4 | 0 |
| Jul 2012 | $60.9M | $53.9M | $7M | 1 | 200 |
| Jun 2012 | $60.9M | $53.9M | $7M | 1 | 200 |
| May 2012 | $60.9M | $53.9M | $7M | 1 | 200 |
| Apr 2012 | $60.9M | $53.9M | $7M | 1 | 200 |
| Nov 2011 | $52.5M | $48.5M | $4M | 1 | 101 |
| Apr 2011 | $52.5M | $48.5M | $4M | 5 | -- |
| Mar 2011 | $52.5M | $48.5M | $4M | 5 | -- |
| Apr 2010 | $53.4M | $49.8M | $3.7M | 5 | -- |
| Mar 2009 | $52.6M | $52.6M | $36.4K | 5 | -- |
| Mar 2007 | $66.8M | $66.7M | $88.4K | 5 | -- |
| Dec 2006 | $50.3M | $49.7M | $617.5K | 5 | -- |
| Mar 2006 | $50.3M | $49.7M | $617.5K | 5 | -- |
| Jan 2005 | $48.3M | $46.3M | $2M | 10 | -- |
| Jan 2005 | $48.3M | $46.3M | $2M | 10 | -- |
| Aug 2004 | $48.3M | $46.3M | $2M | 5 | -- |
| Apr 2002 | $48.5M | $46.7M | $1.8M | 5 | -- |
DateOct 2025
Total AUM$121M
Discretionary$120.3M
Non-Disc.$665.8K
Employees3
Clients0
DateMar 2025
Total AUM$121M
Discretionary$120.3M
Non-Disc.$665.8K
Employees3
Clients0
DateAug 2024
Total AUM$109.5M
Discretionary$109M
Non-Disc.$539.5K
Employees3
Clients0
DateMar 2024
Total AUM$109.5M
Discretionary$109M
Non-Disc.$539.5K
Employees3
Clients0
DateJul 2023
Total AUM$97.7M
Discretionary$97.3M
Non-Disc.$408.7K
Employees3
Clients0
DateMar 2023
Total AUM$97.7M
Discretionary$97.3M
Non-Disc.$408.7K
Employees3
Clients0
DateApr 2022
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2012
Total AUM$60.9M
Discretionary$53.9M
Non-Disc.$7M
Employees1
Clients200
DateJun 2012
Total AUM$60.9M
Discretionary$53.9M
Non-Disc.$7M
Employees1
Clients200
DateMay 2012
Total AUM$60.9M
Discretionary$53.9M
Non-Disc.$7M
Employees1
Clients200
DateApr 2012
Total AUM$60.9M
Discretionary$53.9M
Non-Disc.$7M
Employees1
Clients200
DateNov 2011
Total AUM$52.5M
Discretionary$48.5M
Non-Disc.$4M
Employees1
Clients101
DateApr 2011
Total AUM$52.5M
Discretionary$48.5M
Non-Disc.$4M
Employees5
Clients--
DateMar 2011
Total AUM$52.5M
Discretionary$48.5M
Non-Disc.$4M
Employees5
Clients--
DateApr 2010
Total AUM$53.4M
Discretionary$49.8M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2009
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$36.4K
Employees5
Clients--
DateMar 2007
Total AUM$66.8M
Discretionary$66.7M
Non-Disc.$88.4K
Employees5
Clients--
DateDec 2006
Total AUM$50.3M
Discretionary$49.7M
Non-Disc.$617.5K
Employees5
Clients--
DateMar 2006
Total AUM$50.3M
Discretionary$49.7M
Non-Disc.$617.5K
Employees5
Clients--
DateJan 2005
Total AUM$48.3M
Discretionary$46.3M
Non-Disc.$2M
Employees10
Clients--
DateJan 2005
Total AUM$48.3M
Discretionary$46.3M
Non-Disc.$2M
Employees10
Clients--
DateAug 2004
Total AUM$48.3M
Discretionary$46.3M
Non-Disc.$2M
Employees5
Clients--
DateApr 2002
Total AUM$48.5M
Discretionary$46.7M
Non-Disc.$1.8M
Employees5
Clients--