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Trustee · Boyd Watterson Asset Management, LLC

Sarah H. Everson

CRD 7808232 · Named on Form ADV at 4 SEC-registered advisers

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 Sarah H. Everson on its Form ADV as Trustee, a control person. The SEC filings also name Sarah at 3 other registered advisers.

Firms and roles

AtlasMembers

Sarah’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 each firm
4 firmsLocked
Control-person status
4 firmsLocked
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 (20)

  • 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
  • James A. WalerExecutive Vice President/chief Technology Officer, Boyd Watterson Asset Management, LLC
  • Thomas J. TarantinoExecutive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer, Boyd Watterson Asset Management, LLC

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

See all 20 free

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