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Executive Vice President/chief Technology Officer · Boyd Watterson Asset Management, LLC

James A. Waler

CRD 4514932 · Named on Form ADV at one SEC-registered adviser

At a glance

Boyd Watterson Asset Management, LLC, an SEC-registered private fund adviser based in Cleveland, OH with $18.8 billion in regulatory assets, lists James A. Waler on its Form ADV as Executive Vice President/chief Technology Officer, a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Timothy M. HylandPresident, National Director of Sales and Marketing, Boyd Watterson Asset Management, LLC
  • Brian L. GevryCEO / Co-Chief Investment Officer, Boyd Watterson Asset Management, LLC
  • Michael E. BeeExecutive Vice President, Boyd Watterson Asset Management, LLC
  • Thomas J. TarantinoExecutive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer, Boyd Watterson Asset Management, LLC
  • Brian A ConveryExecutive Vice President/ Co-Chief Investment Officer, Boyd Watterson Asset Management, LLC

2 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.