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John Boyer, Inc. (Tampa)


John Boyer, Inc. is an adviser based in Tampa. It manages $34.55 million of regulatory assets for 226 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Ohio.




John Boyer provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

John Boyer: assets under management

The assets under management (AUM) of John Boyer, Inc. is $34.55 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.15 million in discretionary accounts and $400 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John Boyer, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tampa

The principal office where John Boyer, Inc. performs its advisory services is located at 1601 West Platt Street, Tampa, FL 33606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-254-9500 or by fax 813-254-4422. The normal business hours are 8am-5pm on Monday - Friday.


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