Boyd Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boyd Investment Services provides portfolio management and financial consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, foundations, endowments, corporations, small businesses and their pension plans. Services include discretionary and non‑discretionary asset management, fixed‑fee project work such as portfolio reviews and investment policy statements, and ongoing consulting on retirement and other financial planning matters.
The firm combines fundamental, technical and cyclical analysis with Modern Portfolio Theory to build asset‑allocation‑driven portfolios and conducts regular monitoring, reporting and rebalancing. Investment management is delivered through advisor platforms sponsored by its broker‑dealer partner (including a Vision2020 wealth management program and an Advisor Managed Portfolios offering), with custody and execution provided via Pershing.
Noteworthy features include the adviser’s role as a registered representative of its broker‑dealer, which leads the firm to execute client transactions through that broker‑dealer and, in some cases, receive commissions or 12b‑1 payments and participate in vendor incentive programs—disclosures the firm makes and that create potential conflicts of interest. The firm also provides pension‑plan consulting (an offering less common among peers) and disclosed a resolved August 2025 administrative consent order addressing written advisory agreements and certain fee and custody procedures, resulting in a $5,000 civil penalty.
Client services
Expertise
Fee options
Fixed-fee project-based services including portfolio reviews and investment policy statement; on-demand financial consulting and ongoing annual consulting fees as negotiated.
$0 - $99,999: 1.75% annually $100,000 - $249,999: 1.50% annually $250,000 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000+: Negotiable
Commissions are received from sales of securities through Osaic Wealth Inc., a broker-dealer.
Account minimum: $25,000
Main office
9017 S Pecos Rd, Suite 4510
Henderson NV 89074
Advisors at this office
1
Most active in
Nevada
Also doing business as
Boyd Investment Services · Boyd, Darryl Keith · Boyd, Donald L. · Boyd, Donald Leroy · Dba Boyd Investment Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")