{"url":"https://nivawealth.com/firms/weybosset-research-and-management-108047","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108047","regulatoryAum":340854267,"crd":"108047","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4079675","suffix":null,"lastName":"DEUTSCH","firstName":"JUSTIN","middleName":"EDWARD"},{"crd":"727990","suffix":"III","lastName":"LEWIS","firstName":"FLA","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-27","regulatoryAum":242671865,"clients":196,"employees":4,"offices":1},{"filedOn":"2022-02-01","regulatoryAum":299952432,"clients":220,"employees":4,"offices":1},{"filedOn":"2023-01-20","regulatoryAum":282853639,"clients":218,"employees":4,"offices":1},{"filedOn":"2024-01-11","regulatoryAum":307452806,"clients":264,"employees":4,"offices":1},{"filedOn":"2025-01-10","regulatoryAum":314742898,"clients":259,"employees":3,"offices":1},{"filedOn":"2026-03-11","regulatoryAum":340854267,"clients":224,"employees":3,"offices":1}],"secFileNumber":"801-57627","legalName":"Weybosset 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basis.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017225","versionId":1017225,"submittedOn":"2026-03-11","documentName":"FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T08:17:32.508299+00:00","documents":[{"name":"FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017225","versionId":1017225,"submittedOn":"2026-03-11"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":340854267}],"custodyNote":"Weybosset Research & Management does not have custody of client assets.","leadership":[{"name":"Jeannine Bizier","title":"Chief Operating Officer & Chief Compliance Officer","crd":"2491310"},{"name":"Justin Deutsch","title":"Portfolio Manager and Member","crd":"4079675"},{"name":"Fla 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They include 157 individual clients and 67 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Weybosset Research & Management offer?","answer":"Weybosset Research & Management provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Weybosset Research & Management use?","answer":"Weybosset Research & Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $341M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Weybosset Research & Management have?","answer":"Weybosset Research & Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Weybosset Research & Management invest in?","answer":"At the end of its last fiscal year, Weybosset Research & Management’s separately managed accounts held 93% exchange-traded equities, 3% investment grade corporate bonds, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Weybosset Research & Management?","answer":"Weybosset Research & Management’s direct owners are Fla Lewis (75% or more) and Justin Deutsch (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Weybosset Research & Management get paid?","answer":"Weybosset Research & Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Weybosset Research & Management registered with the SEC?","answer":"Yes, Weybosset Research & Management has been registered with the SEC as an investment adviser since 26 May 2000. Its CRD number is 108047 and its SEC file number is 801-57627.","source":"Form ADV Part 1A, Item 1, filed 11 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Weybosset Research & Management?","answer":"Weybosset Research & Management’s main office is at 50 South Main Street, Suite 205, Providence, RI 02903. Its phone number is 401-421-7171. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}