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Adam Carter Thayer

Boyd Watterson Asset Management, LLC

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About Adam Carter Thayer

Adam Carter Thayer is a financial advisor with Boyd Watterson Asset Management, LLC. Adam has been in the financial services industry since 1998 and holds the Series 7, Series 55, and Series 63 licenses. Adam is also a Chartered Financial Analyst. Adam works with individuals, businesses, pooled investment vehicles, and institutional clients.

Firm Information

Adam Thayer is currently registered with Boyd Watterson Asset Management, LLC. Boyd Watterson Asset Management, LLC is an investment advisor based in Cleveland, Ohio. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $17.9 billion in assets for clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and state or municipal government entities. The firm also participates in wrap fee programs.
Boyd Watterson Asset Management, LLC

1301 EAST 9TH STREET

CLEVELAND, OH 44114-3179

$17.88B

Assets Under Management

5

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Thayer’s Registration & Firm History

OH

01/08/2024 - Present

Boyd Watterson Asset Management, LLC (CLEVELAND OH)

MI

01/22/2001 - 11/30/2011

FUNDS DISTRIBUTOR, LLC (BIRMINGHAM MI)

MN

07/13/1999 - 07/27/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/13/1999 - 07/27/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MI

11/09/1998 - 12/16/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BC

Issued 09/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Carter Thayer.
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