BOYD WATTERSON ASSET MANAGEMENT, LLC

CRD

107808

SEC file #

801-57468

EIN

000000000

DBA names

—

Economics

AUM

$18.81B

AUM band

$1B+

AUM trajectory

'20 · $6.92B

'21 · $8.05B

'22 · $13.28B

'23 · $16.74B

'25 · $18.26B

'26 · $18.81B

'20'26

$6.92B → $18.81B▲ +172%

sec adv history

Client mix

Individuals Other	462
Individuals High Net Worth	208
Pension Profit Sharing Plans	140
Corporations	116
Charitable Organizations	96

Operations

Employees (total)

140

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 18 advisors

'21 · 24 advisors

'22 · 38 advisors

'23 · 40 advisors

'25 · 44 advisors

'26 · 51 advisors

'20'26

18 advisors → 51 advisors▲ +183%

sec adv history

Primary office

CLEVELAND OH

Branches

—

Custodian & Brokerage

Primary custodian

U.S. Banklow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

boydwatterson.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BOYD WATTERSON GLOBAL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BOYD WATTERSON GLOBAL

BEE, MICHAEL, EDWARD

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BOYDWATTERSON.COM

Rdap Domain Creation Date

2000-02-02T16:20:41Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

145

Form 5500 Total Compensation

7,730,016

Form 5500 Compensation Trajectory 3y

2026	4,509,845
2025	3,220,171
2024	0

Form 5500 Plan Count Trajectory 3y

2025	47
2026	30
2024	1

Schedule C Total Compensation

7,730,016

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001557556

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2013-07-15

Edgar Last Filing Date

2015-07-15

Edgar Form D Count

Edgar Form D Offerings

2015-07-152015-07-15 · 0000897069-15-000404

2014-09-262014-09-26 · 0000897069-14-000412

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

U.s. Bank	4
E*trade	4
Morgan Stanley	2
Jpmorgan	1

adv brochure

Edgar Addresses

Mailing

C/O BOYD WATTERSON ASSET MANAGEMENT, LLC1801 E. 9TH STREET, SUITE 1400CLEVELAND, OH 44114

Business

C/O BOYD WATTERSON ASSET MANAGEMENT, LLC1801 E. 9TH STREET, SUITE 1400CLEVELAND, OH 44114

Edgar EIN

000000000

Edgar Recent Filings

D/A2015-07-15 · 0000897069-15-000404

D/A2014-09-26 · 0000897069-14-000412

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-02-02T16:20:41Z

Rdap Domain Last Changed

2023-11-06T15:00:23Z

Rdap Nameservers

Ns1.dnsbycomodo.netNs2.dnsbycomodo.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

People (22)

CONVERY, BRIAN, A

5768036

BEE, MICHAEL, EDWARD

3177645

GEVRY, BRIAN, LEE

2456218

HYLAND, TIMOTHY, MICHAEL

1203753

Haisch, Donald

8064252

Ried, Christopher

Tarantino, Thomas, Joseph

8063022

6627855

WALER, JAMES, ALLAN