Boyd Watterson Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 31, 2026, reports $18.8B in regulatory assets under management, 140 employees, 8 offices, and 1,102 accounts.
Assets Under Management
$18.8B
Employees
140
Offices
8 offices
Total Clients
1,102
Primary office
CLEVELAND, OH
1301 EAST 9TH STREET, SUITE 2900, CLEVELAND, OH, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 41.9% of total clients.
Top client categories% of clientsClients
1
Individuals
41.9%
462
2
HNWI
18.9%
208
3
Pension Plans
12.7%
140
4
Corporations
10.5%
116
5
Charitable
8.7%
96
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$18.8Bas of March 31, 2026
Discretionary95.5%
$18.0B
96% of total RAUM95.5%
Non-discretionary4.5%
$840M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$18.8B
Total Accounts1,102
10Y AUM Change+$11.8B (+167.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees140
Clients per Employee8:1
10Y Employee Change+70 (+100.0%)
* 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.