Boyd Watterson Asset Management, LLC

Boyd Watterson Asset Management, LLC (CRD# 107808) is a financial advisory firm headquartered in Cleveland, OH. They manage $6,363,000,000 in 1,786 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,363
    MILLION
  • Total Number of Accounts
    1,786
    ACCOUNTS
  • Average Account Value
    $3,562,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Boyd Watterson Asset Management, LLC
Showing 1 - 10 of 19 top financial advisors.
1
David M. Dirk
CRD#: 4652001
1801 East Ninth Street Suite 1400, Cleveland, OH 44114
96
Wealthminder
score

David Dirk (CRD# 4652001) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 16 years of experience in the finance industry.

2
Brian L. Gevry
CRD#: 2456218
1801 East Ninth Street Suite 1400, Cleveland , OH 44114
96
Wealthminder
score

Brian Gevry (CRD# 2456218) 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.

3
Michael R. Vandenbossche
CRD#: 1965956
1801 East 9th Street, Suite 1400, Cleveland, OH 44114
96
Wealthminder
score

Michael Vandenbossche (CRD# 1965956) 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.

4
Gregory H. Cobb
CRD#: 2665526
1801 East 9th Street, Suite 1400, Cleveland, OH 44114
93
Wealthminder
score

Gregory Cobb (CRD# 2665526) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.

5
Theodore N. Hellmuth
CRD#: 1201516
1801 East Ninth Street Suite 1400, Cleveland, OH 44114
93
Wealthminder
score

Theodore Hellmuth (CRD# 1201516) 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
Timothy M. Hyland
CRD#: 1203753
1801 East Ninth Street Suite 1400, Cleveland, OH 44114
93
Wealthminder
score

Timothy Hyland (CRD# 1203753) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 33 years of experience in the finance industry.

7
Dixon Morgan
CRD#: 2574362
1801 East 9th Street, Suite 1400, Cleveland, OH 44114
93
Wealthminder
score

Dixon Morgan (CRD# 2574362) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.

8
James R. Shirak
CRD#: 4345411
1801 East Ninth Street Suite 1400, Cleveland , OH 44114
93
Wealthminder
score

James Shirak (CRD# 4345411) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland , OH and has over 16 years of experience in the finance industry.

9
Justin C. Waggoner
CRD#: 5467495
1801 East Ninth Street Suite 1400, Cleveland, OH 44114
93
Wealthminder
score

Justin Waggoner (CRD# 5467495) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 8 years of experience in the finance industry.

10
Brian A. Convery
CRD#: 5768036
1801 East 9th Street, Suite 1400, Cleveland, OH 44114
90
Wealthminder
score

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.

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