RIA IntelAdvisersVirginiaREID, BOYCE G.

REID, BOYCE G.

Advisory

VA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account
$2M
across 20 accounts
AUM per adviser
$45M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$45M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

GCC FAMILY WEALTH MANAGEMENT CORPORATION
FAIRFAX, VA
$45M
+44.2% 1Y
POTOMAC WEALTH STRATEGIES, LLC
$45M
CAMBRIDGE FINANCIAL SERVICES, LTD
RICHMOND, VA
$45M
-12.3% 1Y
ALPERIN FINANCIAL SOLUTIONS, LLC
VIRGINIA BEACH, VA
$45M
RAUCH ADVISORY LLC
CHESAPEAKE, VA
$45M
RILEY CAPITAL MANAGEMENT INC
WINCHESTER, VA
$45M
-2.3% 1Y

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