Data / Investment advisers / Ohio / Boyd Watterson Asset Management, LLC
Boyd Watterson Asset Management, LLC, Cleveland, OH: $18.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Boyd Watterson Asset Management, LLC is an SEC registered investment adviser with its main office in Cleveland, Ohio and reports $18.8 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 2 private funds.
The request: Watch Boyd Watterson Asset Management, LLC (CRD number 107808): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 107808
- SEC file number
- 801-57468
- SEC status
- Approved, effective April 13, 2000
- Main office
- 1301 East 9th Street Suite 2900, Cleveland, OH 44114
- Phone
- (216) 771-3450
- Website
- boydwatterson.com
- Regulatory AUM
- $18,809,101,724 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $17,969,478,514
- Non discretionary AUM
- $839,623,210
- Accounts
- 1,102
- Employees
- 140, of which 51 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 2: 1 real estate fund, 1 other private fund
- Gross assets of private funds
- $161,176,491
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $10.04 billion |
| Pension and profit sharing plans | 140 | $2.11 billion |
| Charitable organizations | 96 | $1.98 billion |
| State or municipal government entities | 40 | $1.60 billion |
| Corporations or other businesses | 116 | $1.43 billion |
| Investment companies | 4 | $666.6 million |
| Insurance companies | 27 | $439.4 million |
| High net worth individuals | 208 | $287.2 million |
| Individuals (other than high net worth individuals) | 462 | $263.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $18.81 billion | March 31, 2026 |
| December 1, 2025 | $18.26 billion | March 25, 2025 |
Other advisers in Cleveland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mai Capital Management, LLC | Cleveland | $52.10 billion | 33 | adviserinfo.sec.gov |
| Clearstead; Clearstead Advisory Solutions | Cleveland | $33.88 billion | 3 | adviserinfo.sec.gov |
| Highland Consulting Associates Inc. | Cleveland | $21.93 billion | Not listed | adviserinfo.sec.gov |
| Townsend Holdings LLC | Cleveland | $19.64 billion | 37 | adviserinfo.sec.gov |
| Cbiz Investment Advisory Services, LLC | Cleveland | $12.76 billion | Not listed | adviserinfo.sec.gov |
| Wellspring Family Office | Cleveland | $5.06 billion | Not listed | adviserinfo.sec.gov |
| Ancora Private Wealth Advisors, LLC | Cleveland | $3.90 billion | Not listed | adviserinfo.sec.gov |
| Glasfunds, LLC | Cleveland | $3.28 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cleveland, OH
- Investment advisers in Ohio
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Boyd Watterson Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.