Weyhill Investment Counsel, LLC

RIASEC Registered
Total AUM
$35.3M
Discretionary
$35.3M
100% of AUM
Avg account
$490K
Accounts
72
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
130765
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Jason Abruzere

    Jason Abruzere

    Founder & CEOCRD 4121049

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth