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Rank Orion Dawson

Boyd Watterson Asset Management, LLC

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About Rank Orion Dawson

Rank Dawson is an investment advisor representative at Boyd Watterson Asset Management, LLC. Rank has been in the industry since 2006 and has worked for several firms prior to joining Boyd Watterson. Rank specializes in working with high net worth individuals, investment companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Rank is a Chartered Financial Analyst.

Firm Information

Rank Dawson 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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Rank Dawson’s Registration & Firm History

OH

03/14/2018 - Present

Boyd Watterson Asset Management, LLC (Cleveland OH)

OH

07/09/2009 - 07/14/2009

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

OH

07/05/2007 - 06/11/2009

WADDELL & REED, INC. (CINCINNATI OH)

OH

06/13/2006 - 06/27/2007

WOODBURY FINANCIAL SERVICES, INC. (MASON OH)

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Licenses & Designations

IA

Issued 11/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rank Orion Dawson.
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