$90.6M Total AUM
$87.5M Disc. AUM
16.6% 3Y CAGR
4 Employees
80 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2015
- Office Locations
- 2
Office Locations
5 Washington Street Suite 1 Cambridge NY
-- Arrington TN
About Weatherhelm Capital Management LLC
Weatherhelm Capital Management is an independent, fiduciary RIA offering investment management and financial planning, including portfolio construction, retirement and estate planning, and insurance solutions. Portfolios lean on ETFs and fixed income with a focus on asset allocation and risk management, and the firm also works with retirees and qualified purchasers. Offers 24/7 availability and support.
Team overview
46 AVG AGE
$45.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
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Investment Themes
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Services
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Technology
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Owner & Executives
J
JASON CLARK KASTNER
Chief Compliance Officer
- CRD
- #3268079
- Ownership
- Less than 5%
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R
Ryan Richard Benoit
--
- CRD
- #8239700
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,530,829 | $429,073 |
| Non-Discretionary | $3,099,725 | $442,818 |
| Total | $90,630,554 | $429,529 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
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Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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