Weybosset Research & Management, LLC

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Client assets under management

$332,696,515

Clients

224

30% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

112

Very High

Average account size

$1,485,252

About

Weybosset Research & Management, LLC provides discretionary investment management and advisory services to high‑net‑worth individuals, retirement plans, foundations, trusts, estates and similar clients. The firm also supplies model portfolios to other investment advisers and occasionally provides non‑investment financial and tax‑related advice to clients.

Weybosset describes a long‑term, research‑driven investment approach that emphasizes fundamental analysis supplemented by quantitative and technical inputs, with primary activity in equity markets alongside fixed income and other securities. Portfolio construction is tailored to each client’s stated objectives and risk tolerance, and the firm notes a conservative stance on credit risk when building bond holdings.

A distinctive feature relative to most peers is that Weybosset offers performance‑based (incentive) fee arrangements to qualified clients, with performance measured on an annual basis, application of a high‑water mark and a limited lock‑up period; the firm also discloses procedures for side‑by‑side management to address allocation and trade timing. Another notable operational characteristic is a relatively small advisor team overseeing roughly $341 million in discretionary assets while providing model‑provider services to other advisers.

Client services

Portfolio management Investment model provider

Expertise

Wealth management Active portfolio management

Fee options

Percentage

$0 - $2,000,000: 1% $5,000,000+: Negotiable

Performance-based

25% of profits above 6% preferred return, with a one-year lock-up period; charged annually in arrears

Other

Minimum fee: Annual fixed fees between $500 and $10,000, payable quarterly in arrears, available on a negotiated basis Fee-only: Fees charged based on assets under management and fixed fees; no commissions received by firm or management

Main office location

Weybosset Research & Management, LLC

50 South Main Street, Suite 205

Providence RI 02903, United States

Number of offices

Most active in

Colorado · Connecticut · Florida · Massachusetts · New Hampshire · New York · Rhode Island · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 401-421-7171

Advisors at this firm

Justin D

Series 63, Series 65

Providence, RI

Weybosset Research & Management, LLC

Justin Deutsch is a financial advisor at Weybosset Research & Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Weybosset since 2014. He also has a concurrent role at Bay Crest Partners LLC dating back to 2010. Weybosset Research & Management provides discretionary investment management and advisory services to high-net-worth individuals, qualified retirement plans, corporations, trusts, endowments, and foundations. The firm employs a long-term, fundamental investment approach supplemented by quantitative and technical research, focusing primarily on the stock market and high-quality fixed income to limit credit risk.

Wealth management Active portfolio management

Fla L

Series 63, Series 65

Providence, RI

Weybosset Research & Management, LLC

Fla Lewis III is a financial advisor at Weybosset Research & Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Weybosset Research and Management since 2000. Weybosset Research & Management provides discretionary investment management and advisory services to high-net-worth individuals, qualified retirement plans, corporations, trusts, endowments, and foundations, and occasionally offers non-investment financial and tax-related advice. The firm employs a long-term, fundamental investment approach supplemented by quantitative and technical research, focusing primarily on the stock market and high-quality fixed income to limit credit risk.

Wealth management Active portfolio management

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