Weyhill Investment Counsel, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130765
- Website
- weyhilladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.8%
- Individuals41.02%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Weyhill Investment Counsel, LLC is an independent, owner-operated registered investment adviser serving individual and family clients. The firm’s advisory mix centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Investment implementation leans heavily on pooled public vehicles—primarily mutual funds—supplemented by corporate debt instruments. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and operates from a single-state footprint. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options, which supports both ongoing portfolio relationships and project-based planning work. Given the firm’s preference for public funds and mutual funds, portfolio construction appears oriented toward readily accessible, scalable strategies rather than bespoke single-stock concentrated exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Jason Abruzere
Founder & CEOCRD 4121049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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