Clients
Boyd Watterson Asset Management serves 1,102 clients, 208 of them high-net-worth individuals. The average client has about $17 million with the firm, and high-net-worth clients hold 2% of its $18.8 billion in assets.
- Investment companies4 clients4%
- Pooled investment vehicles9 clients53%
- Pension and profit-sharing plans140 clients11%
- Charitable organizations96 clients11%
- State or municipal government entities40 clients8%
- OtherInsurance companies, Corporations and other businesses, Individuals, High-net-worth individuals13%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 462 | $263,313,699 | 1.4% | $570K |
| High-net-worth individuals | 208 | $287,231,621 | 1.5% | $1.38M |
| Investment companies | 4 | $666,588,874 | 3.5% | $166.6M |
| Pooled investment vehicles | 9 | $10,036,946,524 | 53.4% | $1.12B |
| Pension and profit-sharing plans | 140 | $2,108,382,552 | 11.2% | $15.1M |
| Charitable organizations | 96 | $1,983,502,514 | 10.5% | $20.7M |
| State or municipal government entities | 40 | $1,595,504,072 | 8.5% | $39.9M |
| Insurance companies | 27 | $439,440,546 | 2.3% | $16.3M |
| Corporations and other businesses | 116 | $1,428,191,322 | 7.6% | $12.3M |
| Total | 1,102 | $18,809,101,724 | 100% | $17.1M |
- Clients
- 462
- Regulatory AUM
- $263,313,699
- Share
- 1.4%
- Avg. per client
- $570K
- Clients
- 208
- Regulatory AUM
- $287,231,621
- Share
- 1.5%
- Avg. per client
- $1.38M
- Clients
- 4
- Regulatory AUM
- $666,588,874
- Share
- 3.5%
- Avg. per client
- $166.6M
- Clients
- 9
- Regulatory AUM
- $10,036,946,524
- Share
- 53.4%
- Avg. per client
- $1.12B
- Clients
- 140
- Regulatory AUM
- $2,108,382,552
- Share
- 11.2%
- Avg. per client
- $15.1M
- Clients
- 96
- Regulatory AUM
- $1,983,502,514
- Share
- 10.5%
- Avg. per client
- $20.7M
- Clients
- 40
- Regulatory AUM
- $1,595,504,072
- Share
- 8.5%
- Avg. per client
- $39.9M
- Clients
- 27
- Regulatory AUM
- $439,440,546
- Share
- 2.3%
- Avg. per client
- $16.3M
- Clients
- 116
- Regulatory AUM
- $1,428,191,322
- Share
- 7.6%
- Avg. per client
- $12.3M
Total
- Clients
- 1,102
- Regulatory AUM
- $18,809,101,724
- Share
- 100%
- Avg. per client
- $17.1M
What it does
Boyd Watterson Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.
Boyd Watterson Asset Management advises 2 private funds.
95.5% of assets ($17.97B across 1,096 accounts) are managed with discretion; $839.6M across 6 accounts are not. $615.7M sits in a wrap fee program the firm both sponsors and manages. 2% of clients are outside the U.S., and 5 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks4%
- Funds12%
- Registered funds6%
- Pooled vehicles6%
- Bonds78%
- U.S. government and agency bonds48%
- Investment grade corporate bonds28%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash1%
- Other5%
- Assets included in "other" are asset-backed securities, collateralized mortgage obligations, leveraged loans, collateralized loan obligations, and closed end funds.5%
Custodians
Boyd Watterson Asset Management’s client accounts are held mainly at PNC Bank, with 10% of managed assets. Boyd Watterson Asset Management has custody of $6.39B for 10 clients.
- PNC BankPNC Bank · Cleveland, OH · $1.96B10%
- All other custodians$16.84B90%
Ownership and leadership
Boyd Watterson Global Asset Management Group LLC owns 75% or more of Boyd Watterson Asset Management.
- Owns 75% or more of Boyd Watterson Asset Management, LLC
Boyd Watterson Global Asset Management Group LLC
Control person · since December 2008
- Owns 50% to 75% of Boyd Watterson Global Asset Management Group LLC
BW New Holdco, Inc
Control person · since August 2024
- Owns 75% or more of BW New Holdco, Inc
Boyd-Tamco Holdings, LLC
Control person · since December 2021
- Owns 25% to 50% of Boyd Watterson Global Asset Management Group LLC
Hunt Amber London 1 Limited
Control person · since August 2024
- Owns 50% to 75% of Hunt Amber London 1 Limited
Hunt Amber Holdings US, LLC
Control person · since February 2015
- Owns 75% or more of Hunt Amber Holdings US, LLC
Hunt Amber Ownership, LLC
Control person · since June 2018
- Owns 75% or more of Hunt Amber Ownership, LLC
Hunt FS Holdings LLC
Control person · since April 2018
- Owns 75% or more of Hunt FS Holdings LLC
Hunt Company, LLC
Control person · since February 2016
- Owns 75% or more of Hunt Company, LLC
Hunt Companies, Inc.
Control person · since October 2005
- Owns 50% to 75% of Hunt Companies, Inc.
WGH Dynasty Trust
Control person · since March 2013
Joshua Hunt
Trustee · Control person · since November 2013
Jason Hunt
Trustee · Control person · since November 2013
Matthew Hunt
Trustee · Control person · since November 2013
Sarah Everson
Trustee · Control person · since November 2013
- Owns 25% to 50% of Hunt Amber London 1 Limited
Hunt Amber Development US, LLC
Control person · since February 2015
Leadership
- Michael BeeExecutive Vice President
- Brian ConveryExecutive Vice President/ Co-Chief Investment Officer
- Timothy HylandPresident, National Director of Sales and Marketing
- Christopher RiedExecutive Vice President, Chief Financial Officer
- Thomas TarantinoExecutive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer
- James WalerExecutive Vice President/Chief Technology Officer
- Donald HaischGlobal Chief Financial Officer, Global Head of Human Resources
- Brian GevryCEO / Co-Chief Investment Officer
Staff
- 140 employees
- 51 in advisory functions
- 18 state-registered reps
- 2 broker-dealer reps
- 6 soliciting firms
Fees
Boyd Watterson Asset Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Boyd Watterson Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Boyd Watterson Asset Management has 8 offices, with 9 listed addresses across 9 states.
Colorado · 1 listed address
- 1200 17th Street, Denver
Connecticut · 1 listed address
- 71 Raymond Road, West Hartford
District of Columbia · 1 listed address
- 905 16th Street, NW, Washington
Florida · 1 listed address
- 101 E. Kennedy BLVD, Tampa
Georgia · 1 listed address
- 3284 Northside Parkway NW, Atlanta
Illinois · 1 listed address
- One North Wacker Drive, Chicago
Michigan · 1 listed address
- 121 West Long Lake RD., Bloomfield Hills
New York · 1 listed address
- 1330 Avenue of the Americas, New York
Ohio · 1 listed address
- 1301 East 9th Street, Suite 2900, ClevelandHQ
Registration details
- Legal name
- Boyd Watterson Asset Management, LLC
- Headquarters
- 1301 East 9th Street, Suite 2900, Cleveland, OH 44114-3179
- Phone
- 216-771-3450
- Website
- www.boydwatterson.com
- SEC file
- 801-57468
- Structure
- Ohio LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Boyd Watterson Asset Management have?
Boyd Watterson Asset Management has 1,102 clients and manages $18.8 billion for them, as of March 2026. They include 462 other individuals, 208 high-net-worth individuals and 140 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Boyd Watterson Asset Management offer?
Boyd Watterson Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Boyd Watterson Asset Management use?
Boyd Watterson Asset Management’s separately managed account assets are held at PNC Bank (Cleveland, OH), with $1,964,831,111. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Boyd Watterson Asset Management have?
Boyd Watterson Asset Management has 18 investment adviser representatives registered with state securities authorities, out of 140 employees, and 51 perform investment advisory functions. 2 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Boyd Watterson Asset Management invest in?
At the end of its last fiscal year, Boyd Watterson Asset Management’s separately managed accounts held 48% U.S. government and agency bonds, 28% investment grade corporate bonds, 6% registered funds (mutual funds, ETFs, BDCs), 6% pooled vehicles (private funds and similar), 5% assets included in "other" are asset-backed securities, collateralized mortgage obligations, leveraged loans, collateralized loan obligations, and closed end funds., 4% exchange-traded equities, 1% state and local bonds, 1% high-yield corporate bonds and 1% cash and equivalents. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Boyd Watterson Asset Management?
Boyd Watterson Asset Management is owned through a chain of holding companies by Boyd-Tamco Holdings, LLC and Hunt Amber Development US, LLC. Its direct owner is Boyd Watterson Global Asset Management Group LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Boyd Watterson Asset Management get paid?
Boyd Watterson Asset Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file