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BOYD WATTERSON ASSET MANAGEMENT, LLC

CLEVELAND, OH · CRD 107808 · IAPD ↗ · boydwatterson.com · 216-771-3450

$18.81BRegulatory AUM
51Advisory reps
140Employees
5Clients
n/aPlanning clients
2Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BOYD WATTERSON ASSET MANAGEMENT, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — BOYD WATTERSON ASSET MANAGEMENT, LLC now reports 2 private fund(s) ($161.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
77
April 2026 — BOYD WATTERSON ASSET MANAGEMENT, LLC grew from 44 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — BOYD WATTERSON ASSET MANAGEMENT, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.