Boyd Watterson Asset Management, LLC

Overview

Boyd Watterson Asset Management, LLC is an SEC registered investment adviser based in Cleveland, OH, registered since 2000. It reports $18.8B in assets under management across 1,102 accounts, with 140 employees. It has 18 investment adviser representatives.

Reported AUM

$18.8B

Discretionary

96%

Accounts

1,102

Average account

$17.1M

Employees

140

Advisory reps

18

Registered since

2000

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 8

• Brian Lee Gevry Chief Executive Officer, Co-Chief Investment Officer CRD 2456218
• Timothy Michael Hyland President, National Director of Sales and Marketing CRD 1203753
• Brian A Convery Executive Vice President, Co-Chief Investment Officer CRD 5768036

5 more executive officers, with direct contact details

Advisory reps 3 of 18

• Michael Edward Bee Investment Adviser Rep CRD 3177645
• Brian A Convery Investment Adviser Rep CRD 5768036
• Rank Orion Dawson III Investment Adviser Rep CRD 5134757

15 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1301 E 9th St Ste 2900
Cleveland, OH 44114

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: boydwatterson.com

Every state, with registration dates

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