{
  "crd_number": 109509,
  "slug": "western-research-and-management-l-l-c-fort-worth-tx-109509",
  "primary_business_name": "WESTERN RESEARCH AND MANAGEMENT, L.L.C.",
  "legal_name": "WESTERN RESEARCH AND MANAGEMENT, L.L.C.",
  "dbas": [],
  "city": "Fort Worth",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2019-05-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://western-companies.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109509",
  "city_as_filed": "FORT WORTH",
  "url": "https://advisorcensus.com/firm/western-research-and-management-l-l-c-fort-worth-tx-109509",
  "display_name": "Western Research and Management, L.L.C.",
  "summary": "Western Research and Management, L.L.C. is an exempt reporting adviser in Fort Worth, TX, filing reports since 2019. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Western Research and Management, L.L.C. (CRD 109509): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Western Research and Management, L.L.C. located?",
      "a": "Western Research and Management, L.L.C.'s principal office is in Fort Worth, TX, according to its Form ADV."
    },
    {
      "q": "How does Western Research and Management, L.L.C. report to regulators?",
      "a": "Western Research and Management, L.L.C. is an exempt reporting adviser, filing reports since 2019. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 109509."
    },
    {
      "q": "Does Western Research and Management, L.L.C. report any disciplinary disclosures?",
      "a": "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/109509"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-07-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-08-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-06-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-06-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/western-research-and-management-l-l-c-fort-worth-tx-109509.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109509",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}