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Brian Lee Gevry

Boyd Watterson Asset Management, LLC

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About Brian Lee Gevry

Brian Gevry is an investment advisor representative at Boyd Watterson Asset Management, LLC, located in Cleveland, Ohio. Brian has been in the industry since 1994 and has experience in a variety of investment areas, including financial planning, portfolio management for individuals, businesses, and investment companies, and portfolio management for pooled investment vehicles. Brian has a Series 6 and Series 63 license and is also a CFA charter holder.

Firm Information

Brian Gevry 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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Brian Gevry’s Registration & Firm History

OH

06/13/2000 - Present

Boyd Watterson Asset Management, LLC (CLEVELAND OH)

CT

01/02/1996 - 07/13/2000

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CO

06/15/1994 - 01/02/1996

ALPS MUTUAL FUNDS SERVICES, INC. (DENVER CO)

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Licenses & Designations

BC

Issued 05/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Lee Gevry.
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