BOYD FINANCIAL STRATEGIES, INC.

CRD 107505File 801-125015

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$139.6M

Bottom 25% of cohort (national)

Discretionary AUM

$138.8M

Non-discretionary $798K

Clients

149

151 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: May 13, 2022
Principal office: 319A SOUTHBRIDGE ST, STE 201, AUBURN, MA, 01501
Phone: (508) 754-3226
Website: HTTP://WWW.BOYDSTRATEGY.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $139.6M
Discretionary AUM: $138.8M
Non-discretionary AUM: $798K
Discretionary accounts: 150
Non-discretionary accounts: 1
Total accounts: 151
AUM per client: $937K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$3.7M
High net worth individuals	41	$106.7M
Pension and profit sharing plans	Fewer than 5	$798K
Individuals (other than high net worth individuals)	108	$28.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.