Rank Orion Dawson III
Investment Adviser Representative at BOYD WATTERSON ASSET MANAGEMENT, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Institutional Fixed Income - First $50M | 0.30% |
| Institutional Fixed Income - Next $50M | 0.25% |
| Institutional Fixed Income - Over $100M | 0.20% |
| Non-Institutional Fixed Income - All Assets | 0.50% |
| Institutional Equity - First $10M | 0.75% |
| Institutional Equity - Next $15M | 0.60% |
| Institutional Equity - Next $25M | 0.50% |
| Institutional Equity - Next $50M | 0.40% |
| Institutional Equity - Over $100M | 0.30% |
| Non-Institutional Equity - All Assets | 1.00% |
| International Equity - First $10M | 1.00% |
| International Equity - Next $15M | 0.85% |
| International Equity - Next $25M | 0.75% |
| International Equity - Next $50M | 0.65% |
| International Equity - Over $100M | 0.55% |
BOYD Watterson Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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