DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

CRD 124281File 801-64585

APPROVED

Retail clients

Custody

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$438.5M

Below cohort median (national)

Discretionary AUM

$438.5M

Clients

420

1,253 accounts

Employees

Above cohort median in IN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Aug 11, 2005
Principal office: 6506 CONSTITUTION DRIVE, FORT WAYNE, IN, 46804-1550
Phone: 260-436-2051
Website: HTTP://WWW.FACEBOOK.COM/DICKMEYERBOYCEWI/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $438.5M
Discretionary AUM: $438.5M
Non-discretionary AUM: $0
Discretionary accounts: 1,253
Non-discretionary accounts: 0
Total accounts: 1,253
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$397K
Charitable organizations	5	$14.1M
High net worth individuals	124	$327.1M
Pension and profit sharing plans	7	$12.8M
Individuals (other than high net worth individuals)	278	$84.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

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