AdvisorOS Directory
Claim Profile
DB

Doris Gay Boyd

KMH WEALTH MANAGEMENT, LLC·VICTORIA, Texas
Unclaimed Profile
101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX 77901-8142CRD# 7352984Firm CRD# 111610
01

About

Doris Gay Boyd is a registered financial advisor based in VICTORIA, Texas, affiliated with KMH WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KMH WEALTH MANAGEMENT, LLC
KELLER WEALTH ADVISORS
AUM
$704M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at KMH WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7352984
Firm CRD# 111610
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VICTORIA?

Browse all registered financial advisors in VICTORIA, Texas or claim this profile if it's yours.

Browse VICTORIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Doris Gay Boyd offer?
Doris Gay Boyd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTORIA, Texas for a consultation.
What are Doris Gay Boyd's credentials?
Doris Gay Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Doris Gay Boyd located?
Doris Gay Boyd is based in VICTORIA, Texas, working with KMH WEALTH MANAGEMENT, LLC. Their office serves clients in the VICTORIA metropolitan area and surrounding communities.
How does Doris Gay Boyd charge for services?
Doris Gay Boyd's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KMH WEALTH MANAGEMENT, LLC?
KMH WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in VICTORIA
Thomas Lane Keller — KMH WEALTH MANAGEMENT, LLCDavid Scott Sather — SATHER FINANCIAL GROUP, INC.Warren Alben Udd — SATHER FINANCIAL GROUP, INC.Kyle Wesley Noack — KMH WEALTH MANAGEMENT, LLCPhyllis Ponder Keller — KMH WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile