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Canfield, Bryan Boyd (San Juan Capistrano)


Canfield, Bryan Boyd is a multi-state adviser based in San Juan Capistrano. It manages $500 thousand of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Canfield, Bryan Boyd provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Canfield, Bryan Boyd: assets under management

The assets under management (AUM) of Canfield, Bryan Boyd is $500 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $500 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Canfield, Bryan Boyd for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Juan Capistrano

The principal office where Canfield, Bryan Boyd performs its advisory services is located at 30981 Via Estenaga, San Juan Capistrano, CA 92675, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-874-5309. The normal business hours are 06:15-13:00 on Monday - Friday.


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