Boyer & Corporon Wealth Management, LLC (Overland Park)

Name: Boyer & Corporon Wealth Management, LLC
Address: 14221 Metcalf Ave, Overland Park, KS, 66223
Telephone: 913-685-2300

Boyer & Corporon Wealth Management, LLC is a large advisory firm based in Overland Park. It manages $459.72 million of regulatory assets for 1,018 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Florida, and 9 other states.

Boyer & Corporon Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, educational seminars and workshops, and general family office services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Boyer & Corporon Wealth Management: assets under management

The assets under management (AUM) of Boyer & Corporon Wealth Management, LLC is $459.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 234% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $459.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $451.59 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 34% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 26% of the firm’s portfolio. Investments in exchange traded securities form 18% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boyer & Corporon Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Boyer & Corporon Wealth Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Boyer & Corporon Wealth Management is high net worth individuals with 148 clients and $397.13 million of assets under management. Among the 11 most similar advisory firms, Boyer & Corporon Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $459.72 million for 340 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Boyer & Corporon Wealth Management doesn't advise any private funds.

Careers at Boyer & Corporon Wealth Management, LLC

The company employs 13 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Wakefield Boyer	Member	1 Aug 2007	50% - 75%	1014856
Melinda Katherine Corporon	Member	1 Aug 2007	50% - 75%	2375655
Steven Brian Hackleman	Chief compliance officer	1 Sep 2007	Other	4195321
Laura Kathryn Carley	Vice president of investment operations, partner, class b	1 Jan 2016	Other	6042757
Eric Charles Clark	Senior wealth advisor, partner, class b	1 Jan 2016	Other	4632563
Laura Kathryn Boyer	Vice president of investment operations	1 Jan 2016	Other	6042757

Based in Overland Park

The principal office where Boyer & Corporon Wealth Management, LLC performs its advisory services is located at 14221 Metcalf Ave, Overland Park, KS 66223, 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 913-685-2300 or by fax 913-685-2311. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at boyercorporon.com.