ARNOLD WEITZ & CO

Overview

Arnold Weitz & Co is an independent registered investment adviser and corporation that serves individual and family clients. The firm operates both as an RIA and as a registered representative of a broker-dealer, offering fee arrangements that include a percentage of assets under management, hourly billing and fixed fees. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it does not position itself as a capital allocator or an ESG-driven manager. Investment activity is tilted toward public equities, with a clear preference for exchange-traded instruments as the primary means of market exposure. The firm manages both discretionary and non-discretionary mandates, and supplements core equity allocations with third-party alternative managers and traditional fixed-income and mutual fund holdings. Arnold Weitz & Co tends to concentrate assets among a limited number of high-net-worth clients, which informs its approach to personalization, custody choices and use of separately managed account structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices