Investment adviser · CRD 104840

BOYS ARNOLD & CO. INC.

Investment adviser filing (IA)

BOYS, ARNOLD & COMPANY, INC.

ASHEVILLE, NC, United States · Form ADV filed Mar 19, 2020

Regulatory AUM
$1.31B
Form ADV · Item 5.F
Client accounts
1,098
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals231$1,138,154,64387.0%
Individuals158$64,509,3304.9%
Charities20$56,818,9964.3%
Corporations & businesses8$26,072,2442.0%
Insurance companiesFewer than 5$22,250,2031.7%
Filing source

Form ADV 1389274 · Mar 19, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 19, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1272 HENDERSONVILLE RD
ASHEVILLE, NC, 28803, United States

CRD 104840

Filing source

Form ADV 1389274 · Mar 19, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.