DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Boyd Watterson Asset Management, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2012 · 28 filings
SEC status approved since Apr 13, 2000
RAUM
$19B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
2.9%
$551M individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$1.0B
derived; firm RAUM over IAPD count
Employees
140
51 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
2
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$19B as of Mar 31, 2026
Mar 29, 2012$4.8B then
HNW client RAUM$287M as of Mar 31, 2026
Mar 29, 2018$449M then
State-registered IARs (5.B.3)18 as of Mar 31, 2026
Mar 13, 201312 then
Employees (5.A)140 as of Mar 31, 2026
Mar 13, 201335 then
Private funds2 as of Mar 31, 2026
Mar 25, 20141 then
RAUM +3.0% over the last fiscal year+3.0% a year over threeIARs 18 to 18offices 6 to 8
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $1.0BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 37derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.4MderivedHNW RAUM over HNW clients
- Average account
- $17.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 33%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 7.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.9%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $6.4B, 10 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$10B53%
- Pension and profit-sharing plans$2.1B11%
- Charitable organizations$2.0B11%
- State and municipal entities$1.6B8.5%
- Corporations and businesses$1.4B7.6%
- Investment companies$667M3.5%
- Insurance companies$439M2.3%
- High-net-worth individuals$287M1.5%
- Individuals$263M1.4%
- Individual clients
- 462reported
- HNW clients
- 208reported
- Pension plan clients
- 140reported
- Charitable clients
- 96reported
- Accounts
- 1,102reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $616M managedreported
- Custody of client assets
- $6.4B for 10 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.03 fund_share=0.57 institutional_share=0.33 related_bd=true related_bank=false bd_reps=2.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brian Lee GevryChartered Financial Analyst | Cleveland, Oh | Jun 13, 2000 | 32 y | 0 |
| Timothy Michael Hyland | Cleveland, Oh | Jun 13, 2000 | 42 y | 0 |
| Michael Edward Bee | Cleveland, Oh | Jun 13, 2000 | 26 y | 0 |
| David Michael DirkChartered Financial Analyst | Cleveland, Oh | Jul 7, 2000 | 26 y | 0 |
| Deborah Jean Leet | Cleveland, Oh | Jul 7, 2000 | 26 y | 0 |
| Theodore Noel Hellmuth | Cleveland, Oh | Jun 4, 2002 | 32 y | 0 |
| Justin Charles Waggoner | Cleveland, Oh | Jan 3, 2008 | 26 y | 0 |
| Brian A ConveryChartered Financial Analyst | Cleveland, Oh | Mar 28, 2012 | 15 y | 0 |
| Michael Richard VandenbosscheChartered Financial Analyst | Cleveland, Oh | Nov 10, 2014 | 37 y | 0 |
| Patrick Joseph Prato | Cleveland, Oh | Nov 2, 2017 | 33 y | 2 |
| Rank Orion DawsonChartered Financial Analyst | Cleveland, Oh | Mar 14, 2018 | 19 y | 1 |
| Bobby John Frady | Tampa, Fl | Mar 30, 2018 | 17 y | 4 |
| Ashish Kumar Mishra | Cleveland, Oh | Apr 1, 2019 | 10 y | 0 |
| Gregory David OviattChartered Financial Analyst | Cleveland, Oh | Nov 1, 2019 | 26 y | 0 |
| Stephen Bradley FushChartered Financial Analyst | Bloomfield Hills, Mi | Nov 1, 2019 | 25 y | 0 |
| Adam Carter ThayerChartered Financial Analyst | Bloomfield Hills, Mi | Jan 8, 2024 | 28 y | 0 |
| Alec L Gevry | Cleveland, Oh | Aug 14, 2024 | 13 y | 0 |
| Michael Joseph KrushenaChartered Financial Analyst | Cleveland, Oh | Jan 1, 2025 | 30 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Ryan Timothy Willis to Manning & Napier Advisors, LLCMay 2, 2023 · Other
- Sean Patrick Glazier to Edelman Financial EnginesMar 26, 2021 · Other
- James Michael Wineland to Johnson Investment Counsel, Inc.Jan 28, 2020 · Other
- Peter R Franz to Lincoln InvestmentAug 21, 2018 · Other
- Gregory Hamilton Cobb to Sage Advisory Services Ltd CoMar 26, 2018 · Other
- Travis Dragan to Lineweaver Wealth AdvisorsDec 5, 2016 · Other
- Tyler James Pullen to National Investment Services, IncApr 10, 2013 · Other
- Bernard Edward Reidy to Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 12, 2007 · Other
- Ruth Killeen Mullen to Ocean State Asset Management, LLCAug 2, 2005 · Other
Joined, latest
- Sean Patrick Glazier from E*Trade Capital Management, LLCMay 31, 2018 · Other
- Bobby John Frady from CaptrustMar 30, 2018 · Other
- Rank Orion Dawson from Waddell & ReedMar 14, 2018 · Other
- James Michael Wineland from Pnc Capital Advisors LLCFeb 27, 2018 · Other
- Peter R Franz from Beacon Financial Advisory LLCJan 25, 2018 · Other
- Patrick Joseph Prato from Persimmon Capital Management LPNov 2, 2017 · Other
- Tyler James Pullen from Wood Asset Management LLCFeb 14, 2011 · Other
- Gregory Hamilton Cobb from Sovereign AdvisersJan 3, 2011 · Other
- Bernard Edward Reidy from Wilmington Trust Investment Advisors, Inc.Nov 30, 2005 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Boyd Watterson Gsa Fund, LPno longer reported | Real Estate Fund | $739M | 79 | Oct 17, 2014 |
| Boyd Watterson Limited Duration Mid-Grade Fund, LLCno longer reported | Other Private Fund | $102M | 11 | Mar 25, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Edward Michael Bee · Executive Vice Presidentcontrolsince 03/2003 · owns less than 5%
- A Brian Convery · Executive Vice President/ Co-Chief Investment Officercontrolsince 08/2019 · owns less than 5%
- Lee Brian Gevry · Ceo / Co-Chief Investment Officercontrolsince 01/2006 · owns less than 5%
- Michael Timothy Hyland · President, National Director Of Sales And Marketingcontrolsince 01/2006 · owns less than 5%
- Jane Patricia Jamieson · Executive Vice President, Chief Financial Officercontrolsince 03/2016 · owns less than 5%
- Alexander Stephen Perry · Executive Vice President, Strategic Advisorcontrolsince 01/2015 · owns less than 5%
- Joseph Thomas Tarantino · Executive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officercontrolsince 03/2016 · owns less than 5%
- Allan James Waler · Executive Vice President/Chief Technology Officercontrolsince 01/2006 · owns less than 5%
- Hunt Sarah Everson · Trusteecontrolsince 11/2013 · owns F of Wgh Dynasty Trust
- Michael Jason Hunt · Trusteecontrolsince 11/2013 · owns F of Wgh Dynasty Trust
- William Joshua Hunt · Trusteecontrolsince 11/2013 · owns F of Wgh Dynasty Trust
- Daniel Matthew Hunt · Trusteecontrolsince 11/2013 · owns F of Wgh Dynasty Trust
Entity owners
- Boyd Watterson LLC · Shareholderdirect · owns 75% or more
- Boyd-Tamco Holdings, LLC · Shareholderindirect · owns 75% or more of Boyd Watterson LLC
- Bw Newco Holdco, Inc · Memberindirect · owns 50% to 75% of Boyd Watterson LLC
- Hunt Amber Development US, LLC · Shareholderindirect · owns 25% to 50% of Hunt Amber London 1 Limited
- Hunt Amber Holdings US, LLC · Shareholderindirect · owns 50% to 75% of Hunt Amber London 1 Limited
- Hunt Amber London 1 Limited · Memberindirect · owns 25% to 50% of Boyd Watterson LLC
- Hunt Amber Ownership, LLC · Memberindirect · owns 75% or more of Hunt Amber Development US, LLC
- Hunt Amber Ownership, LLC · Memberindirect · owns 75% or more of Hunt Amber Holdings US, LLC
- Hunt Companies, Inc. · Memberindirect · owns 75% or more of Hunt Company, LLC
- Hunt Company, LLC · Memberindirect · owns 75% or more of Hunt Fs Holdings LLC
- Hunt Fs Holdings LLC · Memberindirect · owns 75% or more of Hunt Amber Ownership, LLC
- Wgh Dynasty Trust · Shareholderindirect · owns 50% to 75% of Hunt Companies, Inc.
Related persons
Schedule D 7.A
- Boyd Watterson Gsa Gp, LLCpooled vehicle sponsory
- Boyd Watterson State Government Gp, LLCpooled vehicle sponsory
- Bw Clo Gp, LLCpooled vehicle sponsory
- Bw Government International Feeder Fund Gp, LLCpooled vehicle sponsory
- Bw Government Properties Manager, LLCpooled vehicle sponsory
- Bw Mg Gp, LLCpooled vehicle sponsory
- Diversified Government Reit II, Inc.pooled vehicle sponsory
- Diversified Government Reit, Inc.pooled vehicle sponsory
Advisers that list Boyd Watterson Asset Management, LLC as a related person
- 148738 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cleveland, Oh · principal | 18 | 0 | 0 | ||
| Bloomfield Hills, Mi | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Bloomfield Hills, MI5 employees
- Chicago, IL3 employees
- Washington, DC2 employees
- Denver, CO1 employees
- Tampa, FL1 employees
- West Hartford, CT1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 31, 2026advises private funds (Item 7.B): no on the filing of 2025-03-25, yes on the filing of 2026-03-31peers: other advisers, $5B to $20B (134)
What changed
consecutive filings, newest first
- Accounts · 1,070 to 1,102Mar 25, 2025 to Mar 31, 2026
- Advisory employees · 44 to 51Mar 25, 2025 to Mar 31, 2026
- Charity clients · 97 to 96Mar 25, 2025 to Mar 31, 2026
- Corporate clients · 118 to 116Mar 25, 2025 to Mar 31, 2026
- HNW clients · 205 to 208Mar 25, 2025 to Mar 31, 2026
- Individual clients · 416 to 462Mar 25, 2025 to Mar 31, 2026
- Pension plan clients · 152 to 140Mar 25, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 9Mar 25, 2025 to Mar 31, 2026
- Assets in custody · $6.4B to $6.4BMar 25, 2025 to Mar 31, 2026
- Employees · 124 to 140Mar 25, 2025 to Mar 31, 2026
- Other offices · 6 to 8Mar 25, 2025 to Mar 31, 2026
- Private funds · unset to 2Mar 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $17B to $18BMar 25, 2025 to Mar 31, 2026
- HNW RAUM · $263M to $287MMar 25, 2025 to Mar 31, 2026
- Individual RAUM · $232M to $263MMar 25, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $796M to $840MMar 25, 2025 to Mar 31, 2026
- Pension RAUM · $2.1B to $2.1BMar 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $10.0B to $10BMar 25, 2025 to Mar 31, 2026
- RAUM · $18B to $19BMar 25, 2025 to Mar 31, 2026
- Wrap assets (manager) · $556M to $616MMar 25, 2025 to Mar 31, 2026
- Accounts · 1,126 to 1,070Sep 13, 2024 to Mar 25, 2025
- Advisory employees · 45 to 44Sep 13, 2024 to Mar 25, 2025
- BD registered reps · 0 to 2Sep 13, 2024 to Mar 25, 2025
- Charity clients · 103 to 97Sep 13, 2024 to Mar 25, 2025
- Corporate clients · 123 to 118Sep 13, 2024 to Mar 25, 2025
- HNW clients · 216 to 205Sep 13, 2024 to Mar 25, 2025
- Individual clients · 458 to 416Sep 13, 2024 to Mar 25, 2025
- Pension plan clients · 157 to 152Sep 13, 2024 to Mar 25, 2025
- Pooled vehicle clients · 6 to 8Sep 13, 2024 to Mar 25, 2025
- Assets in custody · $6.9B to $6.4BSep 13, 2024 to Mar 25, 2025
- Employees · 121 to 124Sep 13, 2024 to Mar 25, 2025
- Financial planning clients · unset to Sep 13, 2024 to Mar 25, 2025
- State-registered IARs · 17 to 18Sep 13, 2024 to Mar 25, 2025
- Discretionary RAUM · $17B to $17BSep 13, 2024 to Mar 25, 2025
- HNW RAUM · $277M to $263MSep 13, 2024 to Mar 25, 2025
- Individual RAUM · $231M to $232MSep 13, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $781M to $796MSep 13, 2024 to Mar 25, 2025
- Pension RAUM · $1.7B to $2.1BSep 13, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $11B to $10.0BSep 13, 2024 to Mar 25, 2025
- RAUM · $18B to $18BSep 13, 2024 to Mar 25, 2025
Signals
10 dated events
- Daniel Matthew Hunt (Trustee) appeared on Schedule A of Boyd Watterson Asset Management, LlcSep 13, 2024 · Control person joined · fact
- William Joshua Hunt (Trustee) appeared on Schedule A of Boyd Watterson Asset Management, LlcSep 13, 2024 · Control person joined · fact
- Michael Jason Hunt (Trustee) appeared on Schedule A of Boyd Watterson Asset Management, LlcSep 13, 2024 · Control person joined · fact
- Hunt Sarah Everson (Trustee) appeared on Schedule A of Boyd Watterson Asset Management, LlcSep 13, 2024 · Control person joined · fact
- Ryan Timothy Willis left Boyd Watterson Asset Management, Llc for Manning & Napier Advisors, Llc (registered 2023-06-27)May 2, 2023 · Advisor changed firm · fact
- Alexander Stephen Perry (Executive Vice President, Strategic Advisor) appeared on Schedule A of Boyd Watterson Asset Management, LlcMar 31, 2023 · Control person joined · fact
- Boyd Watterson Asset Management, Llc reported RAUM $16.7B, up 26% from $13.3B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Boyd Watterson Asset Management, Llc reported RAUM $13.3B, up 65% from $8.1B (2020-09-02 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- A Brian Convery (Executive Vice President, Deputy Chief Investment Officer) appeared on Schedule A of Boyd Watterson Asset Management, LlcMar 31, 2020 · Control person joined · fact
- Richard James Shirak (Executive Vice President) no longer on Schedule A of Boyd Watterson Asset Management, Llc (listed 2019-03-29, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/BOYD-WATTERSON-ASSET-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BOYDWATTERSON.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 216-771-3450reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.0Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Boyd Watterson Asset Management, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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