WEAVER CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$538M
Discretionary
$537M
100% of AUM
Avg account
$536K
Accounts
1,004
Employees
5
Advisory reps
3

Firm details

Headquarters
SUWANEE, Georgia
CRD number
135037
Registered since
May 5, 2017
Website
www.weavercapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.55%
  • Individuals8.14%
  • Charitable Organizations4.44%
  • Corporations / Businesses4.06%
  • Pension & Profit Sharing Plans0.8%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Weaver Capital Management, LLC is an independent registered investment adviser formed in 2017 and owned by an individual. The firm serves primarily individual and family clients, providing financial planning and portfolio management across client types that include individuals, small businesses and institutional/business accounts. Its disclosed advisory services also list pension consulting. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Weaver is not structured as a capital allocator; it relies on third-party managers for certain alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 40%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents3%
  • State & Local Bonds2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1

  • DEWITT WEAVER

    President, CEOCRD 2731666

Contacts

2 of 2

  • BRADLEY BARGER

    Senior Wealth AdvisorCRD 5156870

  • Antonio Maselli

    Associate Wealth AdvisorCRD 8099528

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 84

Active vs passive

$211M in ETFs

Passive

67%

$142M

Active

12%

$68.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 3-7 YEAR TREASURY BOND ETF (IEI)BlackRockPassiveIntermediate Government$27.4M231,35913.03%
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Location

Primary office

SUWANEE, GA

GWINNETT

Location

SUWANEE, GA

Headquartered in SUWANEE, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
GWINNETT
Address
5400 Laurel Springs Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth