Weatherhelm Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cambridge, NY. Its latest Form ADV filing, dated March 18, 2026, reports $91M in regulatory assets under management, 4 employees, 2 offices, and 211 accounts.
Assets Under Management
$91M
Employees
4
Offices
2 offices
Total Clients
77
Primary office
CAMBRIDGE, NY
5 WASHINGTON STREET, SUITE 1, CAMBRIDGE, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.4% of total clients.
Top client categories% of clientsClients
1
Individuals
84.4%
65
2
HNWI
15.6%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$91Mas of March 18, 2026
Discretionary96.6%
$88M
97% of total RAUM96.6%
Non-discretionary3.4%
$3M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$91M
Total Accounts211
10Y AUM Change+$55M (+155.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee19:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.