BOYD WATTERSON ASSET MANAGEMENT, LLC
SEC RegisteredAbout the firm
Boyd Watterson is an investment advisory firm whose success is built upon the principles of honesty, integrity and dependability. The firm and its predecessor firms have been in continuous business since 1928, offering investment capabilities in real estate and fixed income with a focus on risk-adjusted returns and outstanding client service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 462 | $263M |
| High Net Worth Individuals | 208 | $287M |
| Pension/Profit Sharing Plans | 9 | $10.0B |
| Charitable Organizations | 140 | $2.1B |
| State/Municipal Entities | 96 | — |
| Sovereign Wealth Funds | 27 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
| 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% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOYD WATTERSON ASSET MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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