John Macwillie

BOYER FINANCIAL SERVICES

NEWPORT BEACH, CA 92660

CRD#: 7929201

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Professional summary

John Macwillie IV, who also goes by John Delmar Macwillie IV, John Delmar Macwillie, is a registered financial advisor currently at BOYER FINANCIAL SERVICES, INC. located in Newport Beach, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Delmar Macwillie Iv | John Delmar Macwillie

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Macwillie IV'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 12, 2026 - Present

BOYER FINANCIAL SERVICES, INC.

Office #1: 4063 Birch St. Suite 150, Newport Beach, CA 92660

RIA

CRD#: 331868

NEWPORT BEACH, CA

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".

BOYER FINANCIAL SERVICES, INC.

CRD#: 331868 / SEC#: 801-130578

RIA

Registered Investment Advisory firm - (6/28/2024 Approved)

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

California
(6/12/2026)

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: 6/12/2026

Uniform Investment Adviser Law Examination

Current Firm

BOYER FINANCIAL SERVICES, INC.

CRD#: 331868 / SEC#: 801-130578

RIA

Registered Investment Advisory firm - (6/28/2024 Approved)

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Contact information

Main Address

4063 Birch St. Suite 150, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 336-4990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (6/10/2025)

Regulatory assets under management

Total Number of Accounts	565
AUM (Assets Under Management)	$ 144,583,319

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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John Macwillie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Macwillie IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOYER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BOYER FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2026

Current Firm

BOYER FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYER FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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