Eric C. Boyce

BOYCE & ASSOCIATES WEALTH CONSULTING

Cedar Park, TX 78613

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CRD#: 1925789

Professional summary

Eric Charles Boyce, who also goes by Eric C Boyce, is a registered financial advisor currently at BOYCE & ASSOCIATES WEALTH CONSULTING, INC. located in Cedar Park, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Eric has worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric C Boyce

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Charles Boyce's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 6, 2017 - Present

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Office #1: 3109 Kenai Dr. Ste 107, Cedar Park, TX 78613

RIA

CRD#: 288157

Cedar Park, TX

Past

July 28, 2016 - June 9, 2017

INTEGRATED WEALTH STRATEGIES, LLC

RIA

CRD#: 155254

AUSTIN, TX

Past

December 3, 2014 - April 13, 2016

MCDONALD CAPITAL MANAGEMENT

RIA

CRD#: 114531

AUSTIN, TX

Past

July 8, 2013 - May 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUSTIN, TX

Past

June 19, 2013 - May 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUSTIN, TX

Past

January 7, 2013 - April 15, 2013

LUTHER KING CAPITAL MANAGEMENT CORPORATION

RIA

CRD#: 110093

FORT WORTH, TX

Past

October 16, 2003 - February 4, 2013

HESTER CAPITAL MANAGEMENT, L.L.C.

RIA

CRD#: 109623

AUSTIN, TX

Past

October 12, 2001 - July 30, 2003

THE PENN INVESTMENT GROUP INC.

RIA

CRD#: 38530

AUSTIN, TX

Past

September 6, 2001 - July 30, 2003

THE PENN INVESTMENT GROUP INC.

CRD#: 38530

AUSTIN, TX

Past

January 3, 1998 - August 12, 1998

RIVERSTONE WEALTH MANAGEMENT, INC.

CRD#: 40418

AUSTIN, TX

Past

January 17, 1996 - January 9, 1998

FIRST DALLAS SECURITIES INCORPORATED

CRD#: 24549

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

A+ COLLEGE PLANNING | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | BKA WEALTH CONSULTING, INC.

CRD#: 288157 / SEC#: 801-121446

RIA

Registered Investment Advisory firm - (6/10/2021 Approved)

California

Registered Investment Advisory firm - (9/3/2020 Terminated)

Idaho

Registered Investment Advisory firm - (6/11/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/3/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/16/1996

General Securities Principal Examination

Current Firm

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

A+ COLLEGE PLANNING | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | BKA WEALTH CONSULTING, INC.

CRD#: 288157 / SEC#: 801-121446

RIA

Registered Investment Advisory firm - (6/10/2021 Approved)

California

Registered Investment Advisory firm - (9/3/2020 Terminated)

Idaho

Registered Investment Advisory firm - (6/11/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/11/2021 Terminated)

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Contact information

Main Address

3109 Kenai Dr. Ste 107, Cedar Park, TX 78613

Mailing Address

Phone number

(512) 522-4838

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BKA WEALTH MANAGEMENT- FORM ADV PART 2AB (8/13/2025)

Regulatory assets under management

Total Number of Accounts	760
AUM (Assets Under Management)	$ 194,299,434

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Eric C. Boyce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Charles Boyce's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED WEALTH STRATEGIES, LLC

MCDONALD CAPITAL MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LUTHER KING CAPITAL MANAGEMENT CORPORATION

HESTER CAPITAL MANAGEMENT, L.L.C.

THE PENN INVESTMENT GROUP INC.

THE PENN INVESTMENT GROUP INC.

RIVERSTONE WEALTH MANAGEMENT, INC.

FIRST DALLAS SECURITIES INCORPORATED

Primary Firm SEC Registration

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2013

Series 63

Date: 1/23/1996

Series 7

Date: 6/18/2013

Series 24

Date: 8/16/1996

Current Firm

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

TRUST BUT VERIFY

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