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BOYD CAPITAL
Legal name: BOYD CAPITAL MANAGEMENT LLC
CRD 312070File 801-120330
APPROVED
Retail clients
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$168.3M
Bottom 25% of cohort (national)
Discretionary AUM
$148.1M
Non-discretionary $20.2M
Clients
281
281 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 12, 2021
- Principal office
- 400 LINDEN OAKS, SUITE 120, ROCHESTER, NY, 14625
- Phone
- 585-269-8511
- Website
- https://www.boydcapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $168.3M
- Discretionary AUM
- $148.1M
- Non-discretionary AUM
- $20.2M
- Discretionary accounts
- 278
- Non-discretionary accounts
- 3
- Total accounts
- 281
- AUM per client
- $599K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $128.8M |
| Individuals (other than high net worth individuals) | 206 | $39.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Custody | Yes | No | |
| Jun 1, 2026 | Clients | 532 | 281 | decreased by251 |
| Jun 1, 2026 | AUM | $124,496,187 | $168,334,114 | increased by$43,837,927 |
| Jun 1, 2026 | Accounts | 643 | 281 | decreased by362 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 453 | 532 | increased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $88,310,015 | $124,496,187 | increased by$36,186,172 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 452 | 643 | increased by191 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 125 | 453 | increased by328 |
| Apr 1, 2022 | AUM | $90,000,000 | $88,310,015 | decreased by$1,689,985 |
| Apr 1, 2022 | Accounts | 236 | 452 | increased by216 |
| Jul 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2021 | Employees | 1 | 2 | increased by1 |
| Jul 1, 2021 | AUM | $0 | $90,000,000 | increased by$90,000,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOYD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOYD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.