JOHN BOYER, INC.
CRD #145275 SEC #801-121513 TAMPA, FL 813-254-9500
SEC Registered
Total AUM
$158.6M
Discretionary
$147.8M
Employees
2
Clients
26
Accounts
549
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $158.6M | $147.8M | $10.8M | 2 | 0 |
| Mar 2024 | $139.7M | $128.9M | $10.8M | 2 | 0 |
| Mar 2023 | $114.3M | $112M | $2.3M | 2 | 0 |
| Mar 2022 | $117M | $117M | $0 | 2 | 0 |
| May 2021 | $107.2M | $107.2M | $0 | 2 | 0 |
| May 2021 | $107.2M | $107.2M | $0 | 2 | 0 |
| Jun 2012 | $34.6M | $34.2M | $400K | 1 | 26 |
| Apr 2012 | $34.6M | $34.2M | $400K | 1 | 26 |
| Apr 2012 | $34.6M | $34.2M | $400K | 1 | 26 |
| Mar 2011 | $74M | $36M | $38M | 5 | -- |
| Jan 2010 | $39.4M | $39M | $400K | 5 | -- |
| Mar 2009 | $60.4M | $60M | $350K | 5 | -- |
| Feb 2008 | $44.9M | $44.4M | $460K | 5 | -- |
| Jan 2008 | $44.9M | $44.4M | $460K | 5 | -- |
| Oct 2007 | $44.9M | $44.4M | $460K | 5 | -- |
| Sep 2007 | $44.9M | $44.4M | $460K | 5 | -- |
DateMar 2025
Total AUM$158.6M
Discretionary$147.8M
Non-Disc.$10.8M
Employees2
Clients0
DateMar 2024
Total AUM$139.7M
Discretionary$128.9M
Non-Disc.$10.8M
Employees2
Clients0
DateMar 2023
Total AUM$114.3M
Discretionary$112M
Non-Disc.$2.3M
Employees2
Clients0
DateMar 2022
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2012
Total AUM$34.6M
Discretionary$34.2M
Non-Disc.$400K
Employees1
Clients26
DateApr 2012
Total AUM$34.6M
Discretionary$34.2M
Non-Disc.$400K
Employees1
Clients26
DateApr 2012
Total AUM$34.6M
Discretionary$34.2M
Non-Disc.$400K
Employees1
Clients26
DateMar 2011
Total AUM$74M
Discretionary$36M
Non-Disc.$38M
Employees5
Clients--
DateJan 2010
Total AUM$39.4M
Discretionary$39M
Non-Disc.$400K
Employees5
Clients--
DateMar 2009
Total AUM$60.4M
Discretionary$60M
Non-Disc.$350K
Employees5
Clients--
DateFeb 2008
Total AUM$44.9M
Discretionary$44.4M
Non-Disc.$460K
Employees5
Clients--
DateJan 2008
Total AUM$44.9M
Discretionary$44.4M
Non-Disc.$460K
Employees5
Clients--
DateOct 2007
Total AUM$44.9M
Discretionary$44.4M
Non-Disc.$460K
Employees5
Clients--
DateSep 2007
Total AUM$44.9M
Discretionary$44.4M
Non-Disc.$460K
Employees5
Clients--