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BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808 · SEC 801-57468
1301 EAST 9TH STREET, SUITE 2900, CLEVELAND, OH, 44114-3179, United States
Phone
216-771-3450
Fax
216-771-4454
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.81B
Discretionary AUM
$17.97B
Team
140 total employees; 51 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 462 | $263.3M |
| High net worth individuals | 208 | $287.2M |
| Investment companies | 4 | $666.6M |
| Pooled investment vehicles | 9 | $10.04B |
| Pension/profit sharing plans | 140 | $2.11B |
| Charitable organizations | 96 | $1.98B |
| State/municipal entities | 40 | $1.60B |
| Insurance companies | 27 | $439.4M |
| Corporations/business entities | 116 | $1.43B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD