Private fund adviser · Cleveland, OH
Boyd Watterson Asset Management, LLC
SEC-registered investment adviser · CRD 107808 · SEC 801-57468
At a glance
Boyd Watterson Asset Management, LLC is an SEC-registered investment adviser based in Cleveland, Ohio, with $18.8 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 670 individual clients. By Form ADV it is a private fund adviser, ranked 388th of 4,686 private fund advisers and 908th of 17,210 SEC-registered advisers by assets.
Main office 216-771-3450boydwatterson.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $19B
- Rank among private fund advisers
- #388 of 4,686
- Rank among all SEC RIAs
- #908 of 17,210
- Rank in Ohio
- #17 of 403
- Individual clients
- 670
- High-net-worth clients
- 208
- Accounts
- 1,102
- Discretionary
- 96% of AUM
- Employees
- 140
- Advisory staff
- 51
- Offices
- 9
Owners and executives on its Form ADV
- Timothy M. HylandPresident, National Director of Sales and Marketing
- Brian L. GevryCEO / Co-Chief Investment Officer
- Michael E. BeeExecutive Vice President
- James A. WalerExecutive Vice President/chief Technology Officer
- Thomas J. TarantinoExecutive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer
- Brian A ConveryExecutive Vice President/ Co-Chief Investment Officer
- Christopher RiedExecutive Vice President, Chief Financial Officer
- Donald HaischGlobal Chief Financial Officer, Global Head of Human Resources
Custody and brokerage
Broker-dealer
Hybrid RIA
Boyd Watterson Asset Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Brean Capital, LLC and S2k Financial LLC.
- Brean Capital, LLC ↗CRD 23723
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
- S2k Financial LLC ↗CRD 248786
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 9 | $10B | 53% |
| Pension and profit sharing plans | 140 | $2.1B | 11% |
| Charitable organizations | 96 | $2.0B | 11% |
| State or municipal government entities | 40 | $1.6B | 8% |
| Corporations or other businesses | 116 | $1.4B | 8% |
| Investment companies | 4 | $667M | 4% |
| Insurance companies | 27 | $439M | 2% |
| High-net-worth individuals | 208 | $287M | 2% |
| Individuals | 462 | $263M | 1% |
Private funds
Boyd Watterson Asset Management, LLC reports 2 private funds with $161M in gross assets: real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Boyd Watterson Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗boydwatterson.com ↗
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The full record on Boyd Watterson Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 695 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Boyd Watterson Asset Management, LLC manage?
Boyd Watterson Asset Management, LLC reports $18.8 billion in regulatory assets under management across 1,102 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Boyd Watterson Asset Management, LLC?
Boyd Watterson Asset Management, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Boyd Watterson Asset Management, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($10.0 billion, 9 clients); pension and profit sharing plans ($2.1 billion, 140 clients); charitable organizations ($2.0 billion, 96 clients).
Does Boyd Watterson Asset Management, LLC manage private funds?
Yes. It reports 2 private funds with $161 million in gross assets, including real estate funds, other private funds.
Does Boyd Watterson Asset Management, LLC have any disciplinary history?
Boyd Watterson Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Boyd Watterson Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →