Wealth Manager
    SEC Registered

    Boyd Watterson Asset Management, LLC

    Registered investment advisor · Cleveland, Ohio · CRD #107808

    Assets Under Management
    $18.8B
    Client Accounts
    1,102
    Employees
    140
    CRD Number
    107808
    Registration
    SEC Registered
    Custodian
    Pnc Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Boyd Watterson Asset Management, LLC

    Boyd Watterson Asset Management is an independent, employee-owned investment advisory firm based in Cleveland, Ohio, with a history dating back to 1928. The firm employs around 80 professionals and operates in 10 locations, including major cities like New York, Chicago, and Atlanta. Boyd Watterson specializes in fixed income, equity, and real estate investment strategies, providing tailored solutions for both institutional and individual clients. The firm manages a diverse portfolio of assets,

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Boyd Watterson Asset Management, LLC

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    Frequently Asked Questions

    What is Boyd Watterson Asset Management, LLC's AUM?

    Boyd Watterson Asset Management, LLC reports approximately $18.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Boyd Watterson Asset Management, LLC headquartered?

    Boyd Watterson Asset Management, LLC is headquartered in Cleveland, Ohio.

    What is Boyd Watterson Asset Management, LLC's CRD number?

    Boyd Watterson Asset Management, LLC's CRD number is 107808. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Boyd Watterson Asset Management, LLC manage?

    Boyd Watterson Asset Management, LLC manages approximately 1,102 client accounts according to its latest SEC filing.

    Is Boyd Watterson Asset Management, LLC SEC registered?

    Yes, Boyd Watterson Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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