# Deer Isle Research & Management, LLC

> Deer Isle Research & Management, LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 156636
- Filed as: DEER ISLE RESEARCH & MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maine
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156636
- AdvisorCensus page: https://advisorcensus.com/firm/deer-isle-research-and-management-llc-156636

## Quick answers

**How is Deer Isle Research & Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Deer Isle Research & Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Deer Isle Research & Management, LLC registered with the SEC or a state?**
Deer Isle Research & Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156636.

**How much does Deer Isle Research & Management, LLC manage?**
Deer Isle Research & Management, LLC reports $5,866,760 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary).

**What types of clients does Deer Isle Research & Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does Deer Isle Research & Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156636

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,866,760
- Discretionary: $5,866,760
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $5,866,760 |

### Advisory services (Item 5.G)
- Security ratings or pricing services
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @david-handel-williams-a8a44610

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Deer Isle Research & Management, LLC (CRD 156636): Form ADV filing data as of October 2026.