Weaver Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Weaver Capital Management reports 203 clients. They include 115 individual clients and 88 high-net-worth individuals. Of its assets, 99.8% ($537M across 1,003 accounts) are managed with discretion; $884K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 8% |
| High-net-worth individuals | 43% | 83% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 4% |
| Corporations and other businesses | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 115 | $43.8M | 8.1% | $381K |
| High-net-worth individuals | 88 | $444M | 82.6% | $5.04M |
| Pension and profit-sharing plans | Fewer than 5 | $4.32M | 0.8% | — |
| Charitable organizations | Fewer than 5 | $23.9M | 4.4% | — |
| Corporations and other businesses | Fewer than 5 | $21.8M | 4.1% | — |
| Total | 203 | $538M | 100% | — |
- Clients
- 115
- Regulatory AUM
- $43.8M
- AUM share
- 8.1%
- Avg. per client
- $381K
- Clients
- 88
- Regulatory AUM
- $444M
- AUM share
- 82.6%
- Avg. per client
- $5.04M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.32M
- AUM share
- 0.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $23.9M
- AUM share
- 4.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $21.8M
- AUM share
- 4.1%
- Avg. per client
- —
Total
- Clients
- 203
- Regulatory AUM
- $538M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 101–250
Weaver Capital Management charges 0.50%–1.00% a year for its Investment Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $10,000 annual minimum and requires an account of at least $2,500,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2.5M | 1.00% |
| $2.5M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Estate Planning Guidance
- Estate planning guidance is billed at a standard $2,500 per engagement, charged separately from investment advisory fees and collected on completion of services.
Dewitt Weaver owns 75% or more of Weaver Capital Management. The leadership team of Weaver Capital Management includes Chief Compliance Officer Dewitt Weaver. It has 5 employees, 3 of them in advisory roles.
Leadership
- Dewitt WeaverManaging Member & Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Bradley Stewart Barger
- Antonio Bruno Maselli
- Dewitt Thompson Weaver III
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Weaver Capital Management, LLC
Dewitt Weaver
Control person · since March 2005
Weaver Capital Management’s regulatory assets grew 2.5× from $218M (February 2021) to $538M (June 2026); clients rose from 170 to 203 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $538M | 203 | 5 | 1 |
| June 2025 | $434M | 186 | 6 | 1 |
| March 2024 | $337M | 188 | 4 | 1 |
| June 2023 | $277M | 183 | 4 | 1 |
| February 2022 | $271M | 171 | 4 | 1 |
| February 2021 | $218M | 170 | 4 | 1 |
Besides its headquarters, Weaver Capital Management has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 5400 Laurel Springs Parkway, Suite 303, SuwaneeHQ
Contact and registration details
- Legal name
- Weaver Capital Management, LLC
- Headquarters
- 5400 Laurel Springs Parkway, Suite 303, Suwanee, GA 30024
- Website
- weavercapital.com
- Phone
- 678-341-1333
- @weaver-capital-management-llc
- SEC file
- 801-110518
- Founded
- 2005
- Structure
- Georgia LLC
- Fiscal year end
- December
Weaver Capital Management uses Charles Schwab ($529M) as custodian for its separately managed accounts. Weaver Capital Management has custody of $214M in client assets for 122 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $529M100%
At year end, Weaver Capital Management’s separately managed accounts were mostly in funds (52%) and stocks (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $454M across 172 positions; the largest are iShares TR (6.0%), Schwab Strategic TR (5.5%) and Tcw ETF Trust (4.4%).
What the accounts hold
- Stocks41%
- Exchange-traded equities40%
- Non-exchange-traded equities1%
- Funds52%
- Bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash3%
Reported 13F holdings
- $454M
- Reported 13F value
- 172
- Positions
- 34.2%
- In the 10 largest
- −1.5%
- Value vs. prior quarter
- iShares TR · 3 7 YR Treas BD6.0%
- Schwab Strategic TR · US Lcap GR ETF5.5%
- Tcw ETF Trust · Flexible Income4.4%
- Vanguard Index Fds · Value ETF3.4%
- Nvidia Corporation3.3%
- Broadcom Inc.2.6%
- EA Series Trust · Strive 500 ETF2.6%
- Innovator ETFS Trust · Equi DU DI Octo2.2%
- Apple Inc.2.2%
- iShares TR · Hdg MSCI Eafe2.0%
Together, the ten largest are 34.2% of reported value.
How many clients does Weaver Capital Management have?
Weaver Capital Management has 203 clients and manages $538 million for them, as of June 2026. They include 115 individual clients and 88 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 June 2026
What services does Weaver Capital Management offer?
Weaver Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Weaver Capital Management charge?
Weaver Capital Management charges 0.50%–1.00% a year for its Investment Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $10,000 annual minimum and requires an account of at least $2,500,000.
Which custodians does Weaver Capital Management use?
Weaver Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $529M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 June 2026
How many financial advisors does Weaver Capital Management have?
Weaver Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Weaver Capital Management invest in?
At the end of its last fiscal year, Weaver Capital Management’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 3% cash and equivalents, 2% state and local bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Weaver Capital Management have a minimum investment?
Yes, Weaver Capital Management’s minimum account size for its Investment Advisory Fees is $2.5M. It charges a $10K annual minimum fee.
Who owns Weaver Capital Management?
Weaver Capital Management’s direct owner is Dewitt Weaver (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 June 2026
How does Weaver Capital Management get paid?
Weaver Capital Management is paid through a percentage of assets under management 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 Weaver Capital Management?
Weaver Capital Management’s main office is at 5400 Laurel Springs Parkway, Suite 303, Suwanee, GA 30024. Its phone number is 678-341-1333. Its website is weavercapital.com.