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John Boyer
John Boyer is a bank / wealth / trust based in Tampa, founded 1995; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
John Boyer
John Boyer Wealth Management is a wealth management firm based in Tampa, US. It focuses on clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Principals
John Boyer
President
Frequently asked questions
What regulatory history does John Boyer Inc. have?
In 2012, the SEC charged John Boyer with fraud for allegedly misappropriating investor funds through a real-estate investment program. The U.S. District Court for the Middle District of Florida entered a final judgment in 2013, permanently enjoining Boyer from violating specific antifraud provisions of U.S. securities laws (per SEC Litigation Release No. 22611, 2013).
How is the firm's investment decision-making structured?
The firm operates with John Boyer as president and primary investment decision-maker. This principal-led model concentrates authority in a single individual, which is typical of small boutique RIAs but carries implications for portfolio oversight, continuity risk, and internal checks on discretionary trading.
Does John Boyer Inc. serve institutional clients?
The firm's regulatory profile and public footprint indicate a focus on individual and family accounts rather than institutional mandates. There is no public evidence of pension fund, endowment, or sovereign-wealth clients.
What asset classes does the firm manage?
Based on its registration profile, the firm constructs portfolios across equities, fixed income, and alternatives including private funds. Allocations are tailored to individual client mandates, with no publicly known commingled fund vehicles managed in-house.
What is the firm's geographic reach?
John Boyer Inc. is headquartered in Tampa and concentrated in the Southeastern United States. It does not list additional offices, and its client base appears regional rather than national or international.
Profile maintained by Altss 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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