John H. Boyle

ASCENT CAPITAL PARTNERS

Grapevine, TX 76051

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CRD#: 6383941

Professional summary

John Henry Boyle, CFP® is a registered financial advisor currently at ASCENT CAPITAL PARTNERS, LLC located in Grapevine, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Arizona Foothills Tax Accounting, Inc.; No; Grapevine, TX; Holding Company; CEO; 12/2022; 1hr./mo.; 0hr./mo.; Governance & Finance. Ascent Tax Advisers, LLC: No; Grapevine, TX; Accounting & Tax Services; Managing Director; 12/2024; 160hr./mo. Governance, Marketing, Operations, & Finance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Henry Boyle'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 3, 2025 - Present

ASCENT CAPITAL PARTNERS, LLC

Office #1: 1452 Hughes Rd Suite 232, Grapevine, TX 76051

RIA

CRD#: 291218

Grapevine, TX

Past

December 16, 2022 - February 23, 2023

ATLAS LIFESTYLE PLANNING GROUP LLC

RIA

CRD#: 305278

Scottsdale, AZ

Past

December 14, 2021 - May 9, 2022

IRONWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 200511

CHANDLER, AZ

Past

October 13, 2017 - December 31, 2021

INTEGRUM WEALTH MANAGEMENT

RIA

CRD#: 289942

PHOENIX, AZ

Past

February 16, 2017 - January 2, 2018

ROCKY MOUNTAIN WEALTH ARCHITECTS

RIA

CRD#: 286054

CENTENNIAL, CO

Past

December 14, 2015 - December 31, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

Centennial, CO

Past

December 10, 2015 - December 31, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

Centennial, CO

Past

June 25, 2015 - November 25, 2015

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ENGLEWOOD, CO

Past

September 10, 2014 - November 25, 2015

PRUCO SECURITIES, LLC.

CRD#: 5685

ENGLEWOOD, CO

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".

ASCENT CAPITAL PARTNERS, LLC

ASCENT CAPITAL PARNTERS, LLC | COMPASS WEALTH PLANNING, LLC | ASCENT PRIVATE CAPITAL, LLC | ASCENT CAPITAL PARTNERS, LLC

CRD#: 291218 / SEC#: 801-134434

RIA

Registered Investment Advisory firm - (9/30/2025 Approved)

Arizona

Registered Investment Advisory firm - (10/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/10/2025 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

Arizona
(1/31/2025)

IAR

Texas
(1/3/2025)

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 65

Date: 6/20/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/28/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/10/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASCENT CAPITAL PARTNERS, LLC

ASCENT CAPITAL PARNTERS, LLC | COMPASS WEALTH PLANNING, LLC | ASCENT PRIVATE CAPITAL, LLC | ASCENT CAPITAL PARTNERS, LLC

CRD#: 291218 / SEC#: 801-134434

RIA

Registered Investment Advisory firm - (9/30/2025 Approved)

Arizona

Registered Investment Advisory firm - (10/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/10/2025 Terminated)

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Contact information

Main Address

16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254

Mailing Address

Phone number

(480) 841-6956

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - ADV PART 2A (8/27/2025)

BROCHURE SUPPLEMENT - JOHN BOYLE (3/31/2025)

BROCHURE SUPPLEMENT - POMEROY (3/31/2025)

BROCHURE SUPPLEMENT - LOEFFLER (3/31/2025)

Regulatory assets under management

Total Number of Accounts	141
AUM (Assets Under Management)	$ 197,007,279

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

John H. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Henry Boyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS LIFESTYLE PLANNING GROUP LLC

IRONWOOD WEALTH MANAGEMENT, LLC

INTEGRUM WEALTH MANAGEMENT

ROCKY MOUNTAIN WEALTH ARCHITECTS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ASCENT CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2015

Series 63

Date: 5/28/2015

SIE

Date: 12/31/2016

Series 7

Date: 12/22/2015

Series 6

Date: 9/10/2014

Current Firm

ASCENT CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCENT CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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