RIA Intel›Advisers›Ohio›BOYD WATTERSON ASSET MANAGEMENT, LLC

BOYD WATTERSON ASSET MANAGEMENT, LLC

Advisory

N·CLEVELAND, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$18.8B

1-Year AUM Growth

+3.9%

3-Year CAGR

+9.0%

Employees

51

Assets Under Management

Total AUM$18.8B

Discretionary AUM$18.0B

Non-Discretionary AUM$840M

Discretionary %95.5%

Total Clients1,070

Team

Total Employees51

Investment Advisers140

Employee Growth (1Y)+4.7%

Filing History

Total Filings on Record74

First FilingMar 27, 2001

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 74 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BOYD WATTERSON ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.