{
  "crd_number": 108026,
  "slug": "arnold-weitz-and-co-elkhorn-ne-108026",
  "primary_business_name": "ARNOLD WEITZ & CO",
  "legal_name": "ARNOLD WEITZ & CO",
  "dbas": [],
  "city": "Elkhorn",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "36540",
  "metro": {
    "cbsa_code": "36540",
    "common_name": "Omaha",
    "msa_name": "Omaha, NE-IA",
    "path": "/advisors/ne/omaha"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-01-02",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-02-23",
  "carried_forward": false,
  "raum_total": 438072517.0,
  "raum_discretionary": 164961741.0,
  "raum_non_discretionary": 273110776.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 420741836.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 17330681.0,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/AWCFinancial",
    "https://raymondjames.com/awcfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108026",
  "city_as_filed": "ELKHORN",
  "url": "https://advisorcensus.com/firm/arnold-weitz-and-co-elkhorn-ne-108026",
  "display_name": "Arnold Weitz & Co",
  "summary": "Arnold Weitz & Co is an SEC-registered investment advisory firm in Elkhorn, NE, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.",
  "citation": "AdvisorCensus. Arnold Weitz & Co (CRD 108026): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Arnold Weitz & Co compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Arnold Weitz & Co reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Arnold Weitz & Co charge?",
      "a": "Its Form ADV Part 2A brochure dated February 23, 2026 states: Hourly rate: $150 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Arnold Weitz & Co located?",
      "a": "Arnold Weitz & Co's principal office is in Elkhorn, NE, according to its Form ADV."
    },
    {
      "q": "Is Arnold Weitz & Co registered with the SEC or a state?",
      "a": "Arnold Weitz & Co is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 108026."
    },
    {
      "q": "How much does Arnold Weitz & Co manage?",
      "a": "Arnold Weitz & Co reports $438,072,517 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (38% discretionary)."
    },
    {
      "q": "How have Arnold Weitz & Co's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Arnold Weitz & Co: Regulatory assets under management: $230,203,017 in the October 2021 data and $438,072,517 in the October 2026 data, up 90%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Arnold Weitz & Co serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (12)."
    },
    {
      "q": "Which custodians does Arnold Weitz & Co use?",
      "a": "Arnold Weitz & Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and Raymond James Trust Company of NH as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Arnold Weitz & Co report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108026"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 230203017.0,
      "total_employees": 2,
      "filing_date": "2021-05-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 263046225.0,
      "total_employees": 2,
      "filing_date": "2022-01-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 270105611.0,
      "total_employees": 2,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 366360908.0,
      "total_employees": 2,
      "filing_date": "2024-03-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 408420543.0,
      "total_employees": 2,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 438072517.0,
      "total_employees": 2,
      "filing_date": "2026-02-23"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 an hour (Financial planning)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (Financial planning)"
        ],
        "quotes": [
          "These values are based on an hourly fee of $150 per hour. This amount may be higher for more complex situations."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial planning"
        }
      ]
    },
    "quotes": [
      "These values are based on an hourly fee of $150 per hour. This amount may be higher for more complex situations."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    },
    {
      "name": "Raymond James Trust Company of NH",
      "name_as_filed": "RAYMOND JAMES TRUST COMPANY OF NH",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/arnold-weitz-and-co-elkhorn-ne-108026.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 420741836.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 17330681.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108026",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}