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John Boyd

Calton & Associates, INC.
33 Years of Experience
Amarillo, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Boyd is a registered investment advisor at Calton & Associates, INC., based in Amarillo, TX, with 33 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.

Calton & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
229 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$298K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.60%

Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

615 SW 8th Avenue, Amarillo, TX, 79101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is a shareholder in The Boyd Agency, Inc. which offers life, fixed annuities, and disability insurance, and in Six-Fifteen Properties, LLC, a real estate entity. He is also a member of Bell and Boyd Agency, LLC, offering senior insurance products, and has a small ownership stake in Take Aim Shooting Complex, LLC.

Employment History
Current Registrations
Calton & Associates, INC.Broker
July 2023 - Present · 3 yrs 3 mos
Dominion Portfolio Management, INC.
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Dominion Investor Services, INC.Broker
January 1995 - July 2023 · 28 yrs 6 mos
Multi-Financial Securities CorporationBroker
November 1992 - January 1995 · 2 yrs 2 mos
State Registrations9 states
AZCOHILANCNEOKTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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