BOYER FINANCIAL SERVICES, INC.

CRD 331868File 801-130578

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$167.0M

Bottom 25% of cohort (national)

Discretionary AUM

$167.0M

Clients

226

520 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jun 28, 2024
Principal office: 4063 BIRCH ST., SUITE 150, NEWPORT BEACH, CA, 92660
Phone: 949-336-4990
Website: https://www.linkedin.com/in/jasonrjacobi/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $167.0M
Discretionary AUM: $167.0M
Non-discretionary AUM: $0
Discretionary accounts: 520
Non-discretionary accounts: 0
Total accounts: 520
AUM per client: $739K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$441K
Charitable organizations	Fewer than 5	$224K
High net worth individuals	66	$129.4M
Pension and profit sharing plans	Fewer than 5	$3.7M
Individuals (other than high net worth individuals)	160	$33.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
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: No
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.