BOYD WATTERSON ASSET MANAGEMENT, LLC

CLEVELAND, Ohio·5 registered advisors·CRD# 107808

SEC# 801-574686216-771-3450

01

Firm Overview

AUM

$17.9B

Regulatory assets under management

Employees

121

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at BOYD WATTERSON ASSET MANAGEMENT, LLC

5 registered advisors

Brian A Convery

CLEVELAND, Ohio

Brian Lee Gevry

CLEVELAND, Ohio

James Richard Shirak

CLEVELAND, Ohio

Michael Edward Bee

CLEVELAND, Ohio

Timothy Michael Hyland

CLEVELAND, Ohio

05

Office Locations

CLEVELAND, Ohio

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Data sourced from SEC Form ADV filings. BOYD WATTERSON ASSET MANAGEMENT, LLC (CRD# 107808) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.