Boyd Watterson Asset Management, LLC

Boyd Watterson Asset Management, LLC (CRD# 107808) is a financial advisory firm headquartered in Cleveland, OH. They manage $16,738,915,196 in 1,337 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,739
    MILLION
  • Total Number of Accounts
    1,337
    ACCOUNTS
  • Average Account Value
    $12,519,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Boyd Watterson Asset Management, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Michael E. Bee
CRD#: 3177645
1301 East Ninth Street, Suite 2900, Cleveland, OH 44114

Michael Bee (CRD# 3177645) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

2
Brian A. Convery
CRD#: 5768036
1301 East 9th Street, Suite 2900, Cleveland, OH 44114

Brian Convery (CRD# 5768036) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

3
Rank O. Dawson
CRD#: 5134757
1301 East 9th Street, Suite 2900, Cleveland, OH 44114

Rank Dawson (CRD# 5134757) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 15 years of experience in the finance industry.

4
Elizabeth L. Debarr
CRD#: 6739134
1301 East 9th Street, Suite 2900, Cleveland, OH 44114

Elizabeth Debarr (CRD# 6739134) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.

5
David M. Dirk
CRD#: 4652001
1301 East Ninth Street, Suite 2900, Cleveland, OH 44114

David Dirk (CRD# 4652001) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 22 years of experience in the finance industry.

6
Christie N. Espin
CRD#: 5877062
1301 East 9th Street, Suite 2900, Cleveland, OH 44114

Christie Espin (CRD# 5877062) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 10 years of experience in the finance industry.

7
Bobby J. Frady
CRD#: 5561270
101 E. Kennedy Blvd, Suite 1490, Tampa, FL 33602

Bobby Frady (CRD# 5561270) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Tampa, FL and has over 9 years of experience in the finance industry.

8
Brian L. Gevry
CRD#: 2456218
1301 East Ninth Street, Suite 2900, Cleveland, OH 44114

Brian Gevry (CRD# 2456218) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.

9
Theodore N. Hellmuth
CRD#: 1201516
1301 East Ninth Street, Suite 2900, Cleveland, OH 44114

Theodore Hellmuth (CRD# 1201516) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.

10
Timothy M. Hyland
CRD#: 1203753
1301 East Ninth Street, Suite 2900, Cleveland, OH 44114

Timothy Hyland (CRD# 1203753) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 38 years of experience in the finance industry.

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