$340.9M Total AUM
$340.9M Disc. AUM
6.2% 3Y CAGR
3 Employees
224 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 2
Office Locations
50 South Main Street Suite 205 Providence RI
72 South Main Street Providence RI
About Weybosset Research & Management, LLC
Weybosset Research & Management, LLC is a Providence, RI-based registered investment adviser serving retail and institutional clients. The firm provides investment management and portfolio construction, with an ETF-centric approach (the majority of reported SMA assets in ETFs) alongside allocations to fixed income and mutual funds. Custody is reported with Charles Schwab.
Team overview
45 AVG AGE
$170.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
17.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
F
FLA LEWIS
Vice President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
J
JUSTIN EDWARD DEUTSCH
Partner, PORTFOLIO MANAGER
- CRD
- #4079675
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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F
FLA LEWIS III
Vice President
- CRD
- #727990
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,854,267 | $1,514,908 |
| Non-Discretionary | $0 | -- |
| Total | $340,854,267 | $1,514,908 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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