Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Boyd Watterson Asset Management, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
BOYD WATTERSON GLOBAL ASSET MANAGEMENT GROUP LLCDirect owner · Schedule AInterest in BOYD WATTERSON ASSET MANAGEMENT, LLC
75%+
BOYD-TAMCO HOLDINGS, LLCIndirect owner · Schedule BInterest in BW NEW HOLDCO, INC
75%+
HUNT AMBER OWNERSHIP, LLCIndirect owner · Schedule BInterest in HUNT AMBER HOLDINGS US, LLC
75%+
HUNT AMBER OWNERSHIP, LLCIndirect owner · Schedule BInterest in HUNT AMBER DEVELOPMENT US, LLC
75%+
HUNT FS HOLDINGS LLCIndirect owner · Schedule BInterest in HUNT AMBER OWNERSHIP, LLC
75%+
HUNT COMPANY, LLCIndirect owner · Schedule BInterest in HUNT FS HOLDINGS LLC
75%+
HUNT COMPANIES, INC.Indirect owner · Schedule BInterest in HUNT COMPANY, LLC
75%+
BW NEW HOLDCO, INCIndirect owner · Schedule BInterest in BOYD WATTERSON GLOBAL ASSET MANAGEMENT GROUP LLC
50% to < 75%
HUNT AMBER HOLDINGS US, LLCIndirect owner · Schedule BInterest in HUNT AMBER LONDON 1 LIMITED
50% to < 75%
WGH DYNASTY TRUSTIndirect owner · Schedule BInterest in HUNT COMPANIES, INC.
50% to < 75%
HUNT AMBER LONDON 1 LIMITEDIndirect owner · Schedule BInterest in BOYD WATTERSON GLOBAL ASSET MANAGEMENT GROUP LLC
25% to < 50%
HUNT AMBER DEVELOPMENT US, LLCIndirect owner · Schedule BInterest in HUNT AMBER LONDON 1 LIMITED
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Boyd Watterson Asset Management, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | TIMOTHY MICHAEL HYLANDPRESIDENT, NATIONAL DIRECTOR OF SALES AND MARKETINGIndividual | BOYD WATTERSON ASSET MANAGEMENT, LLC | Less than 5%Code NA | Yes | PRESIDENT, NATIONAL DIRECTOR OF SALES AND MARKETING01/2006 | Schedule APDF page 50 |
| 2 | BRIAN LEE GEVRYCEO / CO-CHIEF INVESTMENT OFFICERIndividual | BOYD WATTERSON ASSET MANAGEMENT, LLC | Less than 5%Code NA | Yes | CEO / CO-CHIEF INVESTMENT OFFICER01/2006 | Schedule APDF page 50 |
| 3 | MICHAEL EDWARD BEEEXECUTIVE VICE PRESIDENTIndividual | BOYD WATTERSON ASSET MANAGEMENT, LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT03/2003 | Schedule APDF page 50 |
| 4 | JAMES ALLAN WALEREXECUTIVE VICE PRESIDENT/CHIEF TECHNOLOGY OFFICERIndividual | BOYD WATTERSON ASSET MANAGEMENT, LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT/CHIEF TECHNOLOGY OFFICER01/2006 | Schedule APDF page 50 |
| 5 | BOYD WATTERSON GLOBAL ASSET MANAGEMENT GROUP LLCSHAREHOLDERDomestic entity | BOYD WATTERSON ASSET MANAGEMENT, LLC | 75% or moreCode E | Yes | SHAREHOLDER12/2008 | Schedule APDF page 50 |
| 6 | Thomas Joseph TarantinoEXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICERIndividual | BOYD WATTERSON ASSET MANAGEMENT, LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER03/2016 | Schedule APDF page 50 |
| 7 | BRIAN A CONVERYEXECUTIVE VICE PRESIDENT/ CO-CHIEF INVESTMENT OFFICERIndividual | BOYD WATTERSON ASSET MANAGEMENT, LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT/ CO-CHIEF INVESTMENT OFFICER08/2019 | Schedule APDF page 50 |
| 8 | Christopher RiedEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICERIndividual | BOYD WATTERSON ASSET MANAGEMENT, LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER11/2024 | Schedule APDF page 50 |
| 9 | Donald HaischGLOBAL CHIEF FINANCIAL OFFICER, GLOBAL HEAD OF HUMAN RESOURCESIndividual | BOYD WATTERSON ASSET MANAGEMENT, LLC | Less than 5%Code NA | Yes | GLOBAL CHIEF FINANCIAL OFFICER, GLOBAL HEAD OF HUMAN RESOURCES01/2025 | Schedule APDF page 50 |
| 10 | BOYD-TAMCO HOLDINGS, LLCSHAREHOLDERDomestic entity | BW NEW HOLDCO, INC | 75% or moreCode E | Yes | SHAREHOLDER12/2021 | Schedule BPDF page 51 |
| 11 | BW NEW HOLDCO, INCMEMBERDomestic entity | BOYD WATTERSON GLOBAL ASSET MANAGEMENT GROUP LLC | 50% to less than 75%Code D | Yes | MEMBER08/2024 | Schedule BPDF page 51 |
| 12 | HUNT AMBER LONDON 1 LIMITEDMEMBERForeign entity | BOYD WATTERSON GLOBAL ASSET MANAGEMENT GROUP LLC | 25% to less than 50%Code C | Yes | MEMBER08/2024 | Schedule BPDF page 51 |
| 13 | HUNT AMBER HOLDINGS US, LLCSHAREHOLDERDomestic entity | HUNT AMBER LONDON 1 LIMITED | 50% to less than 75%Code D | Yes | SHAREHOLDER02/2015 | Schedule BPDF page 51 |
| 14 | HUNT AMBER DEVELOPMENT US, LLCSHAREHOLDERDomestic entity | HUNT AMBER LONDON 1 LIMITED | 25% to less than 50%Code C | Yes | SHAREHOLDER02/2015 | Schedule BPDF page 51 |
| 15 | HUNT AMBER OWNERSHIP, LLCMEMBERDomestic entity | HUNT AMBER HOLDINGS US, LLC | 75% or moreCode E | Yes | MEMBER06/2018 | Schedule BPDF page 51 |
| 16 | HUNT AMBER OWNERSHIP, LLCMEMBERDomestic entity | HUNT AMBER DEVELOPMENT US, LLC | 75% or moreCode E | Yes | MEMBER06/2018 | Schedule BPDF page 51 |
| 17 | HUNT FS HOLDINGS LLCMEMBERDomestic entity | HUNT AMBER OWNERSHIP, LLC | 75% or moreCode E | Yes | MEMBER04/2018 | Schedule BPDF page 51 |
| 18 | HUNT COMPANY, LLCMEMBERDomestic entity | HUNT FS HOLDINGS LLC | 75% or moreCode E | Yes | MEMBER02/2016 | Schedule BPDF page 51 |
| 19 | HUNT COMPANIES, INC.MEMBERDomestic entity | HUNT COMPANY, LLC | 75% or moreCode E | Yes | MEMBER10/2005 | Schedule BPDF page 51 |
| 20 | WGH DYNASTY TRUSTSHAREHOLDERDomestic entity | HUNT COMPANIES, INC. | 50% to less than 75%Code D | Yes | SHAREHOLDER03/2013 | Schedule BPDF page 51 |
| 21 | JOSHUA WILLIAM HUNTTRUSTEEIndividual | WGH DYNASTY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2013 | Schedule BPDF page 51 |
| 22 | JASON MICHAEL HUNTTRUSTEEIndividual | WGH DYNASTY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2013 | Schedule BPDF page 51 |
| 23 | Matthew Daniel HuntTRUSTEEIndividual | WGH DYNASTY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2013 | Schedule BPDF page 51 |
| 24 | Sarah Hunt EversonTRUSTEEIndividual | WGH DYNASTY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2013 | Schedule BPDF page 51 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/31/2026 4:39:07 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.