Ronald Welz
Drum Hill Capital · Westport, Connecticut
Ronald Welz is a fee-only financial advisor at Drum Hill Capital in Westport, Connecticut. Drum Hill Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Drum Hill Capital |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $194.3M across 210 accounts |
| SEC registration | Investment adviser representative in CT · CRD 3069432 |
| Exams passed | Series 63 (2002) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.drumhill.com |
How Ronald's firm compares
- Drum Hill Capital's average account is about $925,000, from its Form ADV (assets managed divided by 210 accounts).
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Questions about Ronald
Is Ronald Welz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Drum Hill Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Drum Hill Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Welz based?
Ronald Welz is based in Westport, Connecticut.
Is Ronald Welz registered with the SEC?
Yes. Ronald Welz is registered as an investment adviser representative in CT (CRD 3069432), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Drum Hill Capital manage?
Drum Hill Capital reports $194.3M across 210 accounts in assets under management.
How do I contact Ronald Welz?
Through Ronald's website, www.drumhill.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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