BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD #107808 SEC #801-57468 CLEVELAND, OH 216-771-3450
SEC Registered
Total AUM
$18.3B
Discretionary
$17.5B
Employees
124
Clients
--
Accounts
1,070
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $18.3B | $17.5B | $796.5M | 124 | 5 |
| Sep 2024 | $17.9B | $17.1B | $781.3M | 121 | 5 |
| Mar 2024 | $17.9B | $17.1B | $781.3M | 121 | 5 |
| Mar 2023 | $17.2B | $16.4B | $776.4M | 118 | 5 |
| Mar 2022 | $16.7B | $16.1B | $681M | 116 | 5 |
| Mar 2021 | $13.3B | $12.6B | $634.5M | 98 | 8 |
| Sep 2020 | $8.1B | $7.5B | $595M | 89 | 8 |
| Jun 2020 | $8.1B | $7.5B | $595M | 89 | 8 |
| May 2020 | $8.1B | $7.5B | $595M | 89 | 8 |
| Mar 2020 | $8.1B | $7.5B | $595M | 89 | 8 |
| Mar 2019 | $6.9B | $6.4B | $506.5M | 78 | 11 |
| Feb 2019 | $6.7B | $6.2B | $501.4M | 74 | 12 |
| Jan 2019 | $6.7B | $6.2B | $501.4M | 74 | 12 |
| Mar 2018 | $6.7B | $6.2B | $501.4M | 74 | 12 |
| Aug 2017 | $7B | $6.1B | $939.4M | 70 | 1,800 |
| May 2017 | $7B | $6.1B | $939.4M | 70 | 1,800 |
| Mar 2017 | $7B | $6.1B | $939.4M | 70 | 1,800 |
| Sep 2016 | $6.4B | $5.4B | $1B | 57 | 1,700 |
| Apr 2016 | $6.4B | $5.4B | $1B | 57 | 1,700 |
| Mar 2016 | $6.4B | $5.4B | $1B | 57 | 1,700 |
| Mar 2016 | $6.4B | $5.4B | $1B | 57 | 1,700 |
| Mar 2015 | $5.2B | $4.5B | $700M | 48 | 1,700 |
| Oct 2014 | $4.9B | $4.2B | $659.7M | 43 | 1,600 |
| Mar 2014 | $4.9B | $4.2B | $659.7M | 43 | 1,600 |
| Mar 2013 | $4.8B | $3.9B | $842M | 35 | 1,900 |
| Mar 2012 | $4.8B | $3.9B | $872M | 11 | 1,600 |
| Jan 2011 | $4.6B | $3.8B | $762.6M | -- | -- |
| Sep 2010 | $4.1B | $3.2B | $905.8M | -- | -- |
| Sep 2010 | $4.1B | $3.2B | $905.8M | -- | -- |
| Mar 2010 | $4.1B | $3.2B | $905.8M | -- | -- |
| Jun 2009 | $3.1B | $2.2B | $923.8M | -- | -- |
| Mar 2008 | $3.1B | $2.2B | $931.2M | -- | -- |
| Jan 2008 | $3.2B | $2.1B | $1B | -- | -- |
| Dec 2007 | $3.2B | $2.1B | $1B | -- | -- |
| Nov 2007 | $3.2B | $2.1B | $1B | -- | -- |
| Oct 2007 | $3.2B | $2.1B | $1B | -- | -- |
| Sep 2007 | $3B | $2.1B | $962M | -- | -- |
| Aug 2007 | $3B | $2.1B | $962M | -- | -- |
| May 2007 | $3.1B | $2.1B | $1B | -- | -- |
| Mar 2007 | $3B | $2B | $950.2M | -- | -- |
| Mar 2006 | $2.9B | $2B | $950.3M | -- | -- |
| Dec 2005 | $2.9B | $2.1B | $876.1M | -- | -- |
| May 2004 | $4.1B | $3.1B | $1B | -- | -- |
| May 2004 | $4.1B | $3.1B | $1B | -- | -- |
| Jan 2004 | $3.7B | $2.6B | $1.1B | -- | -- |
| Oct 2003 | $3.7B | $2.6B | $1.1B | -- | -- |
| Apr 2002 | $4B | $2.9B | $1.1B | -- | -- |
| Mar 2002 | $4B | $2.9B | $1.1B | -- | -- |
| Jun 2001 | $4.4B | $3.3B | $1.1B | -- | -- |
DateMar 2025
Total AUM$18.3B
Discretionary$17.5B
Non-Disc.$796.5M
Employees124
Clients5
DateSep 2024
Total AUM$17.9B
Discretionary$17.1B
Non-Disc.$781.3M
Employees121
Clients5
DateMar 2024
Total AUM$17.9B
Discretionary$17.1B
Non-Disc.$781.3M
Employees121
Clients5
DateMar 2023
Total AUM$17.2B
Discretionary$16.4B
Non-Disc.$776.4M
Employees118
Clients5
DateMar 2022
Total AUM$16.7B
Discretionary$16.1B
Non-Disc.$681M
Employees116
Clients5
DateMar 2021
Total AUM$13.3B
Discretionary$12.6B
Non-Disc.$634.5M
Employees98
Clients8
DateSep 2020
Total AUM$8.1B
Discretionary$7.5B
Non-Disc.$595M
Employees89
Clients8
DateJun 2020
Total AUM$8.1B
Discretionary$7.5B
Non-Disc.$595M
Employees89
Clients8
DateMay 2020
Total AUM$8.1B
Discretionary$7.5B
Non-Disc.$595M
Employees89
Clients8
DateMar 2020
Total AUM$8.1B
Discretionary$7.5B
Non-Disc.$595M
Employees89
Clients8
DateMar 2019
Total AUM$6.9B
Discretionary$6.4B
Non-Disc.$506.5M
Employees78
Clients11
DateFeb 2019
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$501.4M
Employees74
Clients12
DateJan 2019
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$501.4M
Employees74
Clients12
DateMar 2018
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$501.4M
Employees74
Clients12
DateAug 2017
Total AUM$7B
Discretionary$6.1B
Non-Disc.$939.4M
Employees70
Clients1,800
DateMay 2017
Total AUM$7B
Discretionary$6.1B
Non-Disc.$939.4M
Employees70
Clients1,800
DateMar 2017
Total AUM$7B
Discretionary$6.1B
Non-Disc.$939.4M
Employees70
Clients1,800
DateSep 2016
Total AUM$6.4B
Discretionary$5.4B
Non-Disc.$1B
Employees57
Clients1,700
DateApr 2016
Total AUM$6.4B
Discretionary$5.4B
Non-Disc.$1B
Employees57
Clients1,700
DateMar 2016
Total AUM$6.4B
Discretionary$5.4B
Non-Disc.$1B
Employees57
Clients1,700
DateMar 2016
Total AUM$6.4B
Discretionary$5.4B
Non-Disc.$1B
Employees57
Clients1,700
DateMar 2015
Total AUM$5.2B
Discretionary$4.5B
Non-Disc.$700M
Employees48
Clients1,700
DateOct 2014
Total AUM$4.9B
Discretionary$4.2B
Non-Disc.$659.7M
Employees43
Clients1,600
DateMar 2014
Total AUM$4.9B
Discretionary$4.2B
Non-Disc.$659.7M
Employees43
Clients1,600
DateMar 2013
Total AUM$4.8B
Discretionary$3.9B
Non-Disc.$842M
Employees35
Clients1,900
DateMar 2012
Total AUM$4.8B
Discretionary$3.9B
Non-Disc.$872M
Employees11
Clients1,600
DateJan 2011
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$762.6M
Employees--
Clients--
DateSep 2010
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$905.8M
Employees--
Clients--
DateSep 2010
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$905.8M
Employees--
Clients--
DateMar 2010
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$905.8M
Employees--
Clients--
DateJun 2009
Total AUM$3.1B
Discretionary$2.2B
Non-Disc.$923.8M
Employees--
Clients--
DateMar 2008
Total AUM$3.1B
Discretionary$2.2B
Non-Disc.$931.2M
Employees--
Clients--
DateJan 2008
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1B
Employees--
Clients--
DateDec 2007
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1B
Employees--
Clients--
DateNov 2007
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1B
Employees--
Clients--
DateOct 2007
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1B
Employees--
Clients--
DateSep 2007
Total AUM$3B
Discretionary$2.1B
Non-Disc.$962M
Employees--
Clients--
DateAug 2007
Total AUM$3B
Discretionary$2.1B
Non-Disc.$962M
Employees--
Clients--
DateMay 2007
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1B
Employees--
Clients--
DateMar 2007
Total AUM$3B
Discretionary$2B
Non-Disc.$950.2M
Employees--
Clients--
DateMar 2006
Total AUM$2.9B
Discretionary$2B
Non-Disc.$950.3M
Employees--
Clients--
DateDec 2005
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$876.1M
Employees--
Clients--
DateMay 2004
Total AUM$4.1B
Discretionary$3.1B
Non-Disc.$1B
Employees--
Clients--
DateMay 2004
Total AUM$4.1B
Discretionary$3.1B
Non-Disc.$1B
Employees--
Clients--
DateJan 2004
Total AUM$3.7B
Discretionary$2.6B
Non-Disc.$1.1B
Employees--
Clients--
DateOct 2003
Total AUM$3.7B
Discretionary$2.6B
Non-Disc.$1.1B
Employees--
Clients--
DateApr 2002
Total AUM$4B
Discretionary$2.9B
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2002
Total AUM$4B
Discretionary$2.9B
Non-Disc.$1.1B
Employees--
Clients--
DateJun 2001
Total AUM$4.4B
Discretionary$3.3B
Non-Disc.$1.1B
Employees--
Clients--