Adam C. Thayer

BOYD WATTERSON ASSET MANAGEMENT

Bloomfield Hills, MI 48304

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CRD#: 3105279

Professional summary

Adam Carter Thayer is a registered financial advisor currently at BOYD WATTERSON ASSET MANAGEMENT, LLC located in Bloomfield Hills, Michigan.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Adam has worked at 5 firms and has passed the Series 63, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Carter Thayer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2024 - Present

BOYD WATTERSON ASSET MANAGEMENT, LLC

Office #1: 121 West Long Lake Rd. Suite 350, Bloomfield Hills, MI 48304

RIA

CRD#: 107808

Bloomfield Hills, MI

Past

January 22, 2001 - November 30, 2011

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

BIRMINGHAM, MI

Past

July 13, 1999 - July 27, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 13, 1999 - July 27, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

November 9, 1998 - December 16, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOYD WATTERSON ASSET MANAGEMENT, LLC

BOYD WATTERSON ASSET MANAGEMENT LLC | THE NEW ENGLAND GROUP OF BOYD WATTERSON ASSET MANAGEMENT, LLC | MERCANTILE INSTITUTIONAL SERVICES | BOYD WATTERSON REAL ESTATE ADVISORS | BOYD WATTERSON ASSET MANAGEMENT, LLC

CRD#: 107808 / SEC#: 801-57468

RIA

Registered Investment Advisory firm - (4/13/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/8/2024)

IAR

Texas
(11/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/1/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 10/9/1998

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 8/18/1998

General Securities Representative Examination

Current Firm

BOYD WATTERSON ASSET MANAGEMENT, LLC

CRD#: 107808 / SEC#: 801-57468

RIA

Registered Investment Advisory firm - (4/13/2000 Approved)

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Contact information

Main Address

1301 East 9th Street Suite 2900, Cleveland, OH 44114-3179

Mailing Address

Phone number

(216) 771-3450

Established

Firm type

Fiscal year end

# of Employees

124

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BWAM BROCHURE (MARCH 25, 2025) (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,070
AUM (Assets Under Management)	$ 18,260,525,004

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Adam C. Thayer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Carter Thayer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FUNDS DISTRIBUTOR, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

BOYD WATTERSON ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/1/1998

Series 55

Date: 10/9/1998

Series 7

Date: 8/18/1998

Current Firm

BOYD WATTERSON ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYD WATTERSON ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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