9AT: BOYD FINANCIAL STRATEGIES, INC.

Adviser Profile

As of Date	03/20/2026
Registration	SEC, Approved, 05/13/2022
Other registrations (1)	Massachusetts, Terminated, 04/30/2022
ADV Location	AUBURN, MA, United States
Contact Info	(50 xxxxxxx
Websites

AUM^*	139,591,676 27%
of that, discretionary	138,793,716 27%
Number of Employees	3
of those in investment advisory functions	3 50%
Private Fund GAV^*	0
Avg Account Size	924,448 38%
% High Net Worth	26.62% 121%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ROBINSWOOD FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM453.2m	#Funds-
Adviser WILLIAM MADISON ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM497.7m	#Funds-
Adviser KORVING & COMPANY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM137.5m	#Funds-
Adviser BOSTON STANDARD WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM647.6m	#Funds-
Adviser THINKING BIG FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM93.0m	#Funds-
Adviser ALL SEASON FINANCIAL ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM164.3m	#Funds-
Adviser TIMESCALE FINANCIAL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM717.3m	#Funds-
Adviser ASPIRE PLANNING ASSOCIATES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM126.2m	#Funds-
Adviser T. ANTON INVESTMENT HOUSE, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM366.6m	#Funds-
Adviser LOCKER FINANCIAL SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM213.8m	#Funds-

Brochure Summary

Overview

Rosemarie Boyd founded “Boyd Financial Strategies” (BFS) as a sole proprietorship in 1983 and was joined by her husband, John Boyd, in 1985. They were organized later as a partnership and then a corporation, all in the Commonwealth of Massachusetts. In addition to “Boyd Financial Strategies” they have done business under the name “Strategic Investment Advisers, Inc.” and have also used names “BoydTalk” and “Your Financial Compass” on websites, blogs, and the radio. Peter Boyd joined the firm in 2008 and, In 2022, became senior financial planner, bond portfolio manager and chief operations officer. Rosemarie Boyd retired from daily activities with the firm in August 2022, but retains an ownership interest in the firm and continues to help young individuals and couples on a pro-bono basis. We have always provided Financial Planning Advice and Investment Advice to individuals, (herein referred to as “Client"). We do have a few 401k plans and business associations as Clients, but our primary focus is working with families and individuals with $500,000 to $20,000,000 in assets. Our investment strategies primarily use mutual funds, stocks, bonds, CDs, and fixed rate deferred annuities. Our wealth management process uses fundamental, technical and charting techniques in the selection and

supervision of investment holdings. We require that each Client develop a “Financial Plan” or “Investment Plan” through our firm before we make specific investment recommendations or assume investment management functions. We tailor the “Investment Mix” to each Client’s specific needs using strategies and models defined and developed by our firm. We also provide analysis and supervision of securities outside of our defined strategies and models where it is needed by the Client’s circumstances. The Client may restrict specific securities from supervision by our firm, or require us to contact them and confirm a proposed transaction for a specific security. We use Charles Schwab and Company as our primary recommended custodian, but we may work with other custodians if it is in the best interest of the Client (e.g., 401k at Fidelity, nonstandard assets held at a specialized custodian). As of December 31, 2023, we had $109,496,837 in assets under management, $108,957,315 of which is managed on a discretionary basis and $539,522 on a non-discretionary basis. Other Client assets are incorporated into the Client investment plan and may be noted in agreements as unsupervised assets, so it is clear where our responsibilities begin and end. More detail follows in the sections below.

BOYD FINANCIAL STRATEGIES, INC.

BOYD FINANCIAL STRATEGIES, INC.

YOUR FINANCIAL COMPASS WITH JOHN AND ROSEMARIE BOYD

WWW.BOYDTALK.COM

WWW.BOYDSTRATEGY.COM

STRATEGIC INVESTMENT ADVISERS INC

BOYDTALK

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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BOYD FINANCIAL STRATEGIES, INC. BOYD FINANCIAL STRATEGIES, INC. YOUR FINANCIAL COMPASS WITH JOHN AND ROSEMARIE BOYD WWW.BOYDTALK.COM WWW.BOYDSTRATEGY.COM STRATEGIC INVESTMENT ADVISERS INC BOYDTALK

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BOYD FINANCIAL STRATEGIES, INC.

BOYD FINANCIAL STRATEGIES, INC.

YOUR FINANCIAL COMPASS WITH JOHN AND ROSEMARIE BOYD

WWW.BOYDTALK.COM

WWW.BOYDSTRATEGY.COM

STRATEGIC INVESTMENT ADVISERS INC

BOYDTALK