WEYBOSSET RESEARCH & MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $340.9M |
| Discretionary | $340.9M100% of AUM |
| Client Accounts | 225 |
| Avg Account Size | $1.5M |
| Employees | 3 |
| Peak AUM | $340.9MJan 2026 |
| AUM CAGR | +5.8% /yrover 25 yrs · 42 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $341M | +8.3% | +6.1% | +6.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $340.9M |
| Discretionary | $340.9M |
| Employees | 3 |
| Client Accounts | 225 |
Contact & Location
Address
50 SOUTH MAIN STREET
PROVIDENCE RI 02903
Phone
401-421-7171
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$341M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported