BG
CFA
BG
CFA

Brian Lee Gevry

25 Years of Experience
Areas of Practice
Investment ManagementReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,070 clients
Average Client Portfolio
$17.1M average
Assets Under Management
$18.3B

Fee Structure

Financial Planning:Investment management only
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Location

1301 East Ninth Street, Suite 2900, Cleveland, OH, 44114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian manages Gevry Farms LLC and its subsidiary Gevry Farms II LLC, dedicating about 10-20% of his time to these businesses. He also co-manages Prindle LLC (a few hours per week) and Prindle-Baldwin LLC (minimal time).

Employment History
Current Registrations
Boyd Watterson Asset Management, LLC
June 2000 - Present · 25 yrs 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.