Boyd Watterson Asset Management, LLC
Cleveland, OH·SEC-registered · CRD #107808
Boyd Watterson Asset Management, LLC is an SEC-registered investment advisory firm in Cleveland, OH managing $19B across 1.1k client accounts, with 51 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$19B
Client accounts
1.1k
Advisory staff
51
Fee model
Fee-based
How Boyd Watterson Asset Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL BOYD WATTERSON ASSET MANAGEMENT, LLC
See how Boyd compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Boyd Watterson Asset Management, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Boyd Watterson Asset Management, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Boyd Watterson Asset Management, LLC
How much does Boyd Watterson Asset Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Boyd Watterson Asset Management, LLC reports $19B in regulatory assets under management across roughly 1.1k client accounts.
How does Boyd Watterson Asset Management, LLC charge?
Boyd Watterson Asset Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Boyd Watterson Asset Management, LLC a fiduciary?
Yes. Boyd Watterson Asset Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #107808), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Boyd Watterson Asset Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Boyd Watterson Asset Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cleveland, OH
Profile compiled from Boyd Watterson Asset Management, LLC's public SEC Form ADV filing (CRD #107808, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Boyd Watterson Asset Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Boyd Watterson Asset Management, LLC? Claim this profile.