Single Family OfficeRIA · CRD 331868SEC-Registered

Updated:

Boyer Financial Services

Boyer Financial Services, Inc. is an SEC-registered investment adviser in Newport Beach, CA, registered since 2024. The firm manages approximately $167 million...

Boyer Financial Services

Boyer Financial Services, Inc. is an SEC-registered investment adviser in Newport Beach, CA, registered since 2024. The firm manages approximately $167 million in regulatory assets. It has 7 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Los Angeles, CA, United States

Principals

Randall Boyer

President

Sector focus

Real EstatePrivate Credit

Frequently asked questions

What is the relationship between Boyer Financial Services and the Boyer Company?

Boyer Financial Services functions as the investment and wealth-management arm for the family behind the Boyer Company, a Los Angeles-based real estate development and property management firm. The Boyer Company is the operating business that has developed over 1.2 million square feet of commercial property. Boyer Financial Services holds the resulting family capital and reinvests it primarily into direct real estate equity and private credit, creating a cycle where development profits fund new investment positions.

How does Boyer Financial Services source its investment opportunities?

The firm sources opportunities through the Boyer Company's deep network of commercial real estate brokers, tenants, and capital partners built over decades of development in California. This proprietary origination channel is the firm's primary structural advantage — deal flow arises from ongoing operating relationships rather than competitive auction processes. The investment office can evaluate properties and credit opportunities with the same in-house expertise that underpins the development business.

Does Boyer Financial Services invest in funds or only direct deals?

The firm's known posture favors direct investments in real estate equity and private credit, where the family can apply its operational expertise directly to underwriting and asset management. There is no public record of the firm making significant commitments to third-party real estate funds. This direct-only approach eliminates management fees and allows investment decisions to be governed by the same long-duration, cash-flow-focused philosophy that guides the Boyer Company's development projects.

What is the geographic focus of Boyer Financial Services' investments?

The firm concentrates its investments in California, with a heavy emphasis on the greater Los Angeles metropolitan area. This mirrors the Boyer Company's development footprint, which has been centered on West Coast commercial markets. By staying within a geography where the family has decades of on-the-ground operating experience, the investment office can underwrite with market-level intelligence that remote institutional investors lack.

Who makes investment decisions at Boyer Financial Services?

Randall Boyer, as President, leads investment decisions for the firm. The governance structure reflects a classic single-family office model where the principal directly oversees capital allocation without a separate investment committee structure common at institutional allocators. This concentrated decision-making authority allows for rapid execution on direct real estate and credit opportunities sourced through the family's operating relationships.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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