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The fee is billed in advance, is negotiable, has a $10,000 annual minimum and requires an account of at least $2,500,000.","source":"WEAVER CAPITAL BROCHURE, filed 4 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Weaver Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Weaver Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Weaver Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Weaver Capital Management have a minimum investment?","answer":"Yes, Weaver Capital Management’s minimum account size for its Investment Advisory Fees is $2.5M. 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