Eric Charles Boyce

Employer firm

Boyce & Associates Wealth Consulting, Inc. CRD 288157

$245M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 06/2017
  Integrated Wealth Strategies
  Austin, TX
• 03/2017 → Present
  Bka Wealth Consulting, Inc.
  Cedar Park, TX
• 08/2018 → Present
  Bka Business Consulting, Llc
  Cedar Park, TX

Previous Registrations

• 2016-07-28 → 2017-06-09
  Integrated Wealth Strategies, Llc
  Austin, TX
• 2014-12-03 → 2016-04-13
  Mcdonald Capital Management
  Austin, TX
• 2013-07-08 → 2014-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 2013-01-07 → 2013-04-15
  Luther King Capital Management Corporation
  Fort Worth, TX
• 2003-10-16 → 2013-02-04
  Hester Capital Management, L.L.C.
  Austin, TX
• 2001-10-12 → 2003-07-30
  The Penn Investment Group Inc.
  Austin, TX

Other Businesses

Eric Charles Boyce is owner of BKA Business Consulting, LLC; a single-member limited liability company set up under BKA Wealth Consulting, Inc. to perform business consulting activities, including business assessment and valuation, as part of our broader exit planning practice for business owners. It is not investment-related. Eric Boyce started his relationship with this business on 8/20 and devotes approximately 10 hours per month to this business. He devotes up to 1 hour per month to this business during securities hours. Eric Charles Boyce is owner of CPTX Products; a liquidation resale business, T-Werx Coworking; co-working facility business (non-management partner), OneSeventeen Media (non-management partner), and EdTech enterprise non paid. Mr. Boyce does not offer clients any services from his outside activities.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-03
• S63 Uniform Securities Agent State Law Examination
  1996-01-23

Designations

• Chartered Financial Analyst

Other Names

• Eric Charles Boyce
• Eric Charles Boyce
• Eric C Boyce