Arnold Weitz & Co provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Arnold Weitz & Co reports 34 clients. They include 22 individual clients and 12 high-net-worth individuals. Of its assets, 37.7% ($165M across 51 accounts) are managed with discretion; $273M across 15 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 96% |
| High-net-worth individuals | 35% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 22 | $421M | 96.0% | $19.1M |
| High-net-worth individuals | 12 | $17.3M | 4.0% | $1.44M |
| Total | 34 | $438M | 100% | $12.9M |
- Clients
- 22
- Regulatory AUM
- $421M
- AUM share
- 96.0%
- Avg. per client
- $19.1M
- Clients
- 12
- Regulatory AUM
- $17.3M
- AUM share
- 4.0%
- Avg. per client
- $1.44M
Total
- Clients
- 34
- Regulatory AUM
- $438M
- AUM share
- 100%
- Avg. per client
- $12.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Arnold Weitz & Co charges 1.25%–2.25% a year for its Ambassador accounts. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $25,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Initial one-time fee generally $500 to $5,000 based on a $150 hourly rate, then ongoing planning and advice billed at a flat rate set by hours at $150 per hour.
Arnold Weitz owns 75% or more of Arnold Weitz & Co. The leadership team of Arnold Weitz & Co includes Chief Compliance Officer Tiffany Polifka. It has 2 employees.
Leadership
- Tiffany PolifkaChief Compliance Officer
- Arnold WeitzOwner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- Owns 75% or more of Arnold Weitz & Co
Arnold Weitz
Control person · since September 1993
Arnold Weitz & Co’s regulatory assets grew 1.9× from $230M (May 2021) to $438M (February 2026); clients fell from 38 to 34 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $438M | 34 | 2 | 1 |
| March 2025 | $408M | 36 | 2 | 1 |
| March 2024 | $366M | 44 | 2 | 1 |
| February 2023 | $270M | 35 | 2 | 1 |
| January 2022 | $263M | 37 | 2 | 1 |
| May 2021 | $230M | 38 | 2 | 1 |
Besides its headquarters, Arnold Weitz & Co has 0 offices, with 1 listed address in Nebraska.
Nebraska · 1 listed address
- 20488 Park RD, ElkhornHQ
Contact and registration details
- Legal name
- Arnold Weitz & Co
- Headquarters
- 20488 Park RD, Elkhorn, NE 68022
- Website
- Not reported
- Phone
- 402-392-2244
- SEC file
- 801-69800
- Structure
- Nebraska corporation
- Fiscal year end
- December
Arnold Weitz & Co uses Raymond James ($244M, 90%) and Raymond James ($26.6M, 10%) as custodians for its separately managed accounts. Arnold Weitz & Co does not have custody of client assets.
- Raymond JamesRaymond James Trust Company of NH (Rja-NH) · Portsmouth, NH · $26.6M10%
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $244M90%
At year end, Arnold Weitz & Co’s separately managed accounts were mostly in stocks (73%) and bonds (22%).
What the accounts hold
- Stocks73%
- Bonds22%
- U.S. government and agency bonds20%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
- Other1%
- Mutual funds1%
How many clients does Arnold Weitz & Co have?
Arnold Weitz & Co has 34 clients and manages $438 million for them, as of February 2026. They include 22 individual clients and 12 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does Arnold Weitz & Co offer?
Arnold Weitz & Co provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Arnold Weitz & Co charge?
Arnold Weitz & Co charges 1.25%–2.25% a year for its Ambassador accounts. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $25,000.
Which custodians does Arnold Weitz & Co use?
Arnold Weitz & Co’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $244M and Raymond James Trust Company of NH (Rja-NH) (Portsmouth, NH), with $26.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026
How many financial advisors does Arnold Weitz & Co have?
Arnold Weitz & Co has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arnold Weitz & Co invest in?
At the end of its last fiscal year, Arnold Weitz & Co’s separately managed accounts held 73% exchange-traded equities, 20% U.S. government and agency bonds, 4% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Mutual Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Arnold Weitz & Co have a minimum investment?
Yes, Arnold Weitz & Co’s minimum account size for its Ambassador accounts is $25K.
Who owns Arnold Weitz & Co?
Arnold Weitz & Co’s direct owner is Arnold Weitz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does Arnold Weitz & Co get paid?
Arnold Weitz & Co is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arnold Weitz & Co?
Arnold Weitz & Co’s main office is at 20488 Park RD, Elkhorn, NE 68022. Its phone number is 402-392-2244.