WEIK CAPITAL MANAGEMENT

RIASEC RegisteredEst. 1987
Total AUM
$335M
Discretionary
$303M
90% of AUM
Avg account
$1.7M
Accounts
195
Employees
8
Advisory reps
6

Firm details

Headquarters
WYOMISSING, Pennsylvania
CRD number
107068
Registered since
September 17, 1987
Website
weikinvest.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI64.23%
  • Pooled Investment Vehicles15.36%
  • Individuals8.24%
  • Corporations / Businesses6.84%
  • Charitable Organizations2.96%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Weik Capital Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1987. The firm bills itself as a fee-based manager charging a percentage of assets under management and serves both individual/family clients and institutional accounts. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 79%, Investment Grade Corp Bonds 6%, US Government Bonds 5%, State & Local Bonds 3%, Public Funds/Mutual Funds 3%, Cash & Cash Equivalents 3%79%
  • Exchange Traded Equities79%
  • Investment Grade Corp Bonds6%
  • US Government Bonds5%
  • State & Local Bonds3%
  • Public Funds/Mutual Funds3%

Owners & executives

3 of 3

  • THOMAS WEIK

    Chief Financial OfficerCRD 461570

  • LAURA NOVAK

    Chief Compliance OfficerCRD 2831444

  • WARREN WEIK

    EVP & Chief Operating OfficerCRD 6116966

Contacts

3 of 3

  • Logan Boyer

    Assistant Portfolio ManagerCRD 7696248

  • ABHISHEK AMATYA

    Portfolio Manager, Equity AnalystCRD 5475713

  • Kenneth Weik

    Portfolio ManagerCRD 6861900

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$19.4M in ETFs

Passive

91%

$17.7M

Active

0%

$1.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT)VanguardPassiveCorporate Bond$4.4M53,72722.93%
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Location

Primary office

WYOMISSING, PA

BERKS

Location

WYOMISSING, PA

Headquartered in WYOMISSING, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BERKS
Address
18 Commerce Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth