Boys Arnold & Co. Inc. (Asheville)

Name: Boys Arnold & Co. Inc.
Address: 1272 Hendersonville Rd, Asheville, NC, 28803
Telephone: 828-274-1542

Boys Arnold & Co. Inc. is a large advisory firm based in Asheville. It manages $991.71 million of regulatory assets for 968 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

Boys Arnold & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and trust services thru our affiliated trust company. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Boys Arnold &: assets under management

The assets under management (AUM) of Boys Arnold & Co. Inc. is $991.71 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $939.3 million in discretionary accounts and $52.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $806.34 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boys Arnold & Co. Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boys Arnold & Co. Inc.

Jon Loveless Vannice has been acting as President since 1 Dec 1995. Jay Garst Reese joined the executive team most recently as the Investment Counselor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Clingman Arnold	Chairman	1 Jul 1983	Other	1798833
John Bradley Kuhns	Sr. vice president	1 Feb 1987	Other	1798828
Jon Loveless Vannice	President	1 Jun 1992	Other	2305363
John Phillip Rhodin	Vice president	1 Jun 1992	Other	2361029
John Bradley Kuhns	Sr. vice president	1 Apr 1993	Other	1798828
Arnold And Company Inc. Esop Boys	Employee stock owenership plan	1 Dec 1994	50% - 75%	56-1178340
John Phillip Rhodin	Vice president & chief compliance officer	1 Apr 1995	Other	2361029
Thomas Clingman Arnold	Member, board of directors	1 Jul 1995	Other	1798833
Jon Loveless Vannice	President	1 Dec 1995	Other	2305363
Stanley Howland Cocke	Secretary	1 Jul 1999	Other	4348538
Stanley Howland Cocke	Secretary	1 Dec 2001	Other	4348538
John Bradley Kuhns	Chief compliance officer	1 Dec 2003	Other	1798828
John Phillip Rhodin	Chief compliance officer	1 Jan 2007	Other	1798828
Jay Garst Reese	Investment counselor	1 Dec 2014	Other	2452844

Based in Asheville

The principal office where Boys Arnold & Co. Inc. performs its advisory services is located at 1272 Hendersonville Rd, Asheville, NC 28803 The mailing address of the firm is P.O. Box 5255, Asheville, NC 28813. An additional office of the firm is in Hilton Head Island, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-274-1542 or by fax 828-277-9233. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at boysarnold.com.