{ "crd_number": 130765, "slug": "weyhill-investment-counsel-llc-130765", "primary_business_name": "WEYHILL INVESTMENT COUNSEL, LLC", "legal_name": "WEYHILL INVESTMENT COUNSEL, LLC", "dbas": [], "city": null, "state": null, "country": null, "cbsa_code": null, "metro": null, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2004-07-23", "years_registered": 22, "period": "2026-10-01", "filing_date": "2026-03-25", "carried_forward": false, "raum_total": 35298969.0, "raum_discretionary": 35298969.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 60961.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 14481030.0, "count": 61 }, "high_net_worth_individuals": { "raum": 20756978.0, "count": 10 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "FL", "NJ", "PA" ], "websites": [ "https://linkedin.com/IN/JASON-ABRUZERE", "https://weyhilladvisors.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130765", "disclosure_items": [ { "item": "11.E(1)", "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?" }, { "item": "11.E(2)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?" }, { "item": "11.E(4)", "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?" } ], "city_as_filed": null, "url": "https://advisorcensus.com/firm/weyhill-investment-counsel-llc-130765", "display_name": "Weyhill Investment Counsel, LLC", "summary": "Weyhill Investment Counsel, LLC is a state-registered investment advisory firm, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.", "citation": "AdvisorCensus. Weyhill Investment Counsel, LLC (CRD 130765): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services" ], "quick_answers": [ { "q": "How is Weyhill Investment Counsel, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Weyhill Investment Counsel, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Is Weyhill Investment Counsel, LLC registered with the SEC or a state?", "a": "Weyhill Investment Counsel, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 130765." }, { "q": "How much does Weyhill Investment Counsel, LLC manage?", "a": "Weyhill Investment Counsel, LLC reports $35,298,969 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)." }, { "q": "What types of clients does Weyhill Investment Counsel, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (10)." }, { "q": "Does Weyhill Investment Counsel, LLC report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130765" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/weyhill-investment-counsel-llc-130765.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 61, "fewer_than_5": false, "raum": 14481030.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 10, "fewer_than_5": false, "raum": 20756978.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 60961.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "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/130765", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }