Weaver Consulting Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Weaver Consulting Group reports 1,114 clients. They include 709 individual clients, 376 high-net-worth individuals, and 21 corporations and other businesses. Of its assets, 100.0% ($1.05B across 2,720 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.05B. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 22% |
| High-net-worth individuals | 34% | 74% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 709 | $227M | 21.7% | $320K |
| High-net-worth individuals | 376 | $773M | 73.9% | $2.06M |
| Pension and profit-sharing plans | 5 | $6.42M | 0.6% | $1.28M |
| Charitable organizations | Fewer than 5 | $1.93M | 0.2% | $644K |
| Corporations and other businesses | 21 | $38.3M | 3.7% | $1.83M |
| Total | 1,114 | $1.05B | 100% | — |
- Clients
- 709
- Regulatory AUM
- $227M
- AUM share
- 21.7%
- Avg. per client
- $320K
- Clients
- 376
- Regulatory AUM
- $773M
- AUM share
- 73.9%
- Avg. per client
- $2.06M
- Clients
- 5
- Regulatory AUM
- $6.42M
- AUM share
- 0.6%
- Avg. per client
- $1.28M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.93M
- AUM share
- 0.2%
- Avg. per client
- $644K
- Clients
- 21
- Regulatory AUM
- $38.3M
- AUM share
- 3.7%
- Avg. per client
- $1.83M
Total
- Clients
- 1,114
- Regulatory AUM
- $1.05B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Weaver Consulting Group charges 0.15%–1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee, generally $1,000 to $5,000 depending on scope and complexity.
Jason Weaver owns 50% to 75% of Weaver Consulting Group. The leadership team of Weaver Consulting Group includes Chief Compliance Officer Travis Weaver. It has 7 employees, 4 of them in advisory roles.
Leadership
- Travis WeaverMember and Chief Compliance Officer
- Jason WeaverManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Palmer C Mahoney
- Hunter Alan Peterson
- Jason Michael Weaver
- Travis John Weaver
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 50% to 75% of Weaver Consulting Group, LLC
Jason Weaver
Control person · since May 2017
- Owns 25% to 50% of Weaver Consulting Group, LLC
Travis Weaver
Control person · since May 2017
Weaver Consulting Group’s regulatory assets grew 1.9× from $539M (April 2021) to $1.05B (September 2026); clients rose from 768 to 1,114 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.05B | 1,114 | 7 | 1 |
| July 2025 | $893M | 1,088 | 7 | 1 |
| March 2024 | $775M | 1,023 | 6 | 1 |
| March 2023 | $646M | 951 | 6 | 1 |
| July 2022 | $681M | 883 | 5 | 1 |
| April 2021 | $539M | 768 | 6 | 1 |
Besides its headquarters, Weaver Consulting Group has 0 offices, with 1 listed address in California.
California · 1 listed address
- 101 Main Street, Suite 220, Huntington BeachHQ
Contact and registration details
- Legal name
- Weaver Consulting Group, LLC
- Headquarters
- 101 Main Street, Suite 220, Huntington Beach, CA 92648
- Website
- weaverconsultinggroup.com
- Phone
- 714-536-4065
- @weaverconsultinggroup
- SEC file
- 801-110466
- Structure
- California LLC
- Fiscal year end
- December
Weaver Consulting Group uses Fidelity ($1.05B) as custodian for its separately managed accounts. Weaver Consulting Group has custody of $553M in client assets for 325 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.05B100%
At year end, Weaver Consulting Group’s separately managed accounts were mostly in funds (82%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $488M across 297 positions; the largest are Elevation Series Trust (7.0%), iShares TR (4.3%) and iShares TR (3.5%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds82%
- Bonds7%
- U.S. government and agency bonds3%
- State and local bonds2%
- Sovereign bonds1%
- Investment grade corporate bonds1%
- Cash4%
- Other2%
- Derivatives1%
- Adr, reit1%
Reported 13F holdings
- $488M
- Reported 13F value
- 297
- Positions
- 30.5%
- In the 10 largest
- +16.2%
- Value vs. prior quarter
- Elevation Series Trust · Polen Divid ETF7.0%
- iShares TR · MSCI USA Qlt Fct4.3%
- iShares TR · Trs Flt RT BD3.5%
- Nvidia Corporation2.9%
- Vanguard Index Fds · Total Stk Mkt2.8%
- Apple Inc.2.3%
- EA Series Trust · Alpha Arch 1-32.0%
- Janus Detroit Str TR · Hendrson Aaa CL2.0%
- Angel Oak Funds Trust · Oak Ultrashort1.8%
- iShares TR · Core 40 Mode ETF1.8%
Together, the ten largest are 30.5% of reported value.
How many clients does Weaver Consulting Group have?
Weaver Consulting Group has 1,114 clients and manages $1.05 billion for them, as of September 2026. They include 709 individual clients, 376 high-net-worth individuals, and 21 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Weaver Consulting Group offer?
Weaver Consulting Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, 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 Consulting Group charge?
Weaver Consulting Group charges 0.15%–1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Source: DISCLOSURE BROCHURE FOR WEAVER CONSULTING GROUP, LLC, filed 13 August 2026
Which custodians does Weaver Consulting Group use?
Weaver Consulting Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.05B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does Weaver Consulting Group have?
Weaver Consulting Group has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 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 Weaver Consulting Group invest in?
At the end of its last fiscal year, Weaver Consulting Group’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 4% cash and equivalents, 3% U.S. government and agency bonds, 2% state and local bonds, 1% non-exchange-traded equities, 1% sovereign bonds, 1% investment grade corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Adr, Reit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Weaver Consulting Group?
Weaver Consulting Group’s direct owners are Jason Weaver (50% to 75%) and Travis Weaver (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Weaver Consulting Group get paid?
Weaver Consulting Group is paid through a percentage of assets under management, fixed fees and other compensation. 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 Consulting Group?
Weaver Consulting Group’s main office is at 101 Main Street, Suite 220, Huntington Beach, CA 92648. Its phone number is 714-536-4065. Its website is weaverconsultinggroup.com.