|
⚲
|
| Keyboard |
| Weaver Capital Management LLC
✚
|
|
|---|---|
| CRD # | 135037 |
| SEC # | 801-110518 |
| CIK # | 0001552247 |
| AUM | 537.8 M (2026-06-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 678-341-1333 |
| Address | 5400 Laurel Springs Parkway Suwanee, GA 30024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.8 | ||
| Broadcom Inc | 11.8 | ||
| Apple Inc | 10.0 | ||
| Amazon Com Inc | 8.4 | ||
| Microsoft Corp | 7.7 | ||
| Wal Mart Stores Inc | 6.7 | ||
| Shopify Inc | 6.4 | ||
| Lilly Eli & Co | 6.3 | ||
| Oracle Corp | 5.5 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 43.8 |
| (b) Individuals (high net worth individuals) | 88 | 443.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.3 |
| (h) Charitable organizations | 0 | 23.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 21.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,004 | 537.8 |
| By Discretionary | ||
| Discretionary | 1,003 | 536.9 |
| Non-Discretionary | 1 | 0.9 |
| Total | 1,004 | 537.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 537.8 | |
| Total | 1,004 | 537.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001552247] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
River Street Advisors LLC
✚
|
IL | 539.2 M |
|
Access Wealth Planning LLC
✚
|
NJ | 539.1 M |
|
Buska Wealth Management LLC
✚
|
WI | 538.7 M |
|
Morris Financial Concepts Inc
✚
|
SC | 538.4 M |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 538.0 M |
|
Rareview Capital LLC
✚
|
NV | 537.5 M |
|
Redmond Asset Management LLC
✚
|
VA | 537.2 M |
|
Hinds Financial Group Inc
✚
|
CO | 536.9 M |
|
Novapoint Capital LLC
✚
|
GA | 536.2 M |
|
JGHendricks Financial Services LLC
✚
|
IL | 536.1 M |