Rank Orion Dawson III
Investment Adviser Representative at BOYD Watterson Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rank Orion Dawson III is an investment adviser representative with BOYD Watterson Asset Management, LLC in Cleveland, OH, where they have been registered since 2018. They have worked in the securities industry since 2016 and were previously registered with Waddell & REED, Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Boyd Watterson Asset Management, LLCApr 2016 – no end date reportedCleveland, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BOYD Watterson Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Institutional Fixed Income - First $50M0.30%
- Institutional Fixed Income - Next $50M0.25%
- Institutional Fixed Income - Over $100M0.20%
- Non-Institutional Fixed Income - All Assets0.50%
+11 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Boyd Watterson provides investment solutions including real estate and fixed income strategies, offered through separately managed accounts and unified managed accounts (UMA), with tailored portfolio solutions and direct access to portfolio managers.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Cleveland, OH
- Founded:
- 1928
- SEC file number:
- 801-57468
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at BOYD Watterson Asset Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rank Orion Dawson III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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