Bobby John Frady
Investment adviser representative at Boyd Watterson Asset Management, LLC
15 yearsExperience
1 stateRegistered in
$18.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Quasar Distributors, LLCMay 2024 to now
- Boyd Watterson Asset Management, LLCFeb 2018 to now
- Captrust Financial AdvisorsMay 2017 to Jan 2018
- Captrust Advisors, LLC.Jan 2012 to May 2017
- Wells Fargo Advisors Financial Network, LLCDec 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Boyd Watterson Asset Management, LLC
$18.8BAssets managed
1,102Clients
18Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5561270
- Firm CRD
- 107808