Bka Wealth Consulting, Inc.
Boyce & Associates Wealth Consulting, Inc. (also referred to as BKA Wealth Consulting, Inc.) is an SEC-registered investment advisory firm headquartered in Cedar Park, Texas. Founded and led by Eric Boyce, CFA, the firm delivers fee-based fiduciary wealth management, conservative portfolio oversight, and comprehensive financial planning for business owners, retirees, high-net-worth families, and individuals. Their services also include business valuation, insurance consulting, college planning, and exit planning. The advisory employs a team of professionals with deep experience in finance, research, portfolio management, and business consultation.
Investment Strategy
Boyce & Associates Wealth Consulting employs a conservative, disciplined investment strategy with a strong focus on capital preservation and risk management. The firm avoids trends and speculative investments, instead applying time-tested, transparent strategies tailored to each client’s unique needs. Portfolios are managed in-house with a goal of reducing volatility and protecting principal, while comprehensive financial planning addresses tax minimization, retirement, estate planning, insurance needs, liquidity, and business transition strategies. As a fee-based fiduciary, all investment recommendations are driven solely by the client’s best interests.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 14.10% | $17.2M | 193,724 | $71.89 | $88.96 | +$2.8M |
M MOAT | VANECK ETF TRUST | 8.40% | $10.3M | 103,524 | $72.90 | $99.11 | -$902.4K |
U UCON | FIRST TR EXCHNG TRADED FD VI | 7.52% | $9.2M | 365,053 | $24.58 | $25.19 | -$1.4M |
A AAPL | APPLE INC | 5.99% | $7.3M | 28,750 | $227.88 | $254.63 | +$5.3M |
L LVHI | LEGG MASON ETF INVT | 5.03% | $6.1M | 176,898 | $28.43 | $34.75 | -$725.1K |