{
  "crd_number": 105098,
  "slug": "barksdale-investment-management-nashville-tn-105098",
  "primary_business_name": "BARKSDALE INVESTMENT MANAGEMENT",
  "legal_name": "WEAVER C. BARKSDALE & ASSOCIATES, INC.",
  "dbas": [
    "BARKSDALE INVESTMENT MANAGEMENT"
  ],
  "city": "Nashville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1984-12-27",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 3006336728.0,
  "raum_discretionary": 3006336728.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 346555549.0,
      "count": 12
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 435169585.0,
      "count": 8
    },
    "insurance_companies": {
      "raum": 445861321.0,
      "count": 4
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 1223333021.0,
      "count": 18
    },
    "other_investment_advisers": {
      "raum": 180540270.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 147506.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 374729476.0,
      "count": 6
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "LA",
    "NC",
    "NJ",
    "NY",
    "PA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://barksdaleim.com",
    "https://linkedin.com/company/weaver-c.-barksdale-&-associates-inc."
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105098",
  "city_as_filed": "NASHVILLE",
  "url": "https://advisorcensus.com/firm/barksdale-investment-management-nashville-tn-105098",
  "display_name": "Barksdale Investment Management",
  "summary": "Barksdale Investment Management is an SEC-registered investment advisory firm in Nashville, TN, registered since 1984, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. Barksdale Investment Management (CRD 105098): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Barksdale Investment Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Barksdale Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Barksdale Investment Management located?",
      "a": "Barksdale Investment Management's principal office is in Nashville, TN, according to its Form ADV."
    },
    {
      "q": "Is Barksdale Investment Management registered with the SEC or a state?",
      "a": "Barksdale Investment Management is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 105098."
    },
    {
      "q": "How much does Barksdale Investment Management manage?",
      "a": "Barksdale Investment Management reports $3,006,336,728 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Barksdale Investment Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Barksdale Investment Management: Regulatory assets under management: $4,432,234,175 in the October 2021 data and $3,006,336,728 in the October 2026 data, down 32%. Total employees: 13 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Barksdale Investment Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (18); charitable organizations (12); state or municipal government entities (including government pension plans) (8)."
    },
    {
      "q": "Which custodians does Barksdale Investment Management use?",
      "a": "Barksdale Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Amalgamated Bank, The Bank of New York Mellon, Morgan Stanley and U.S. Bank National Association as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Barksdale Investment Management 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/105098"
    },
    {
      "q": "What changed in Barksdale Investment Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Regulatory assets under management went from $3,435,231,265 to $3,006,336,728 (-12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4432234175.0,
      "total_employees": 13,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4689829652.0,
      "total_employees": 13,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3725518751.0,
      "total_employees": 11,
      "filing_date": "2023-06-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3592626047.0,
      "total_employees": 13,
      "filing_date": "2024-07-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3625659373.0,
      "total_employees": 13,
      "filing_date": "2025-06-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3006336728.0,
      "total_employees": 13,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Regulatory assets under management went from $3,435,231,265 to $3,006,336,728 (-12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Amalgamated Bank",
      "name_as_filed": "AMALGAMATED BANK",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "BANK",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "BANK",
      "affiliated": false
    },
    {
      "name": "U.S. Bank National Association",
      "name_as_filed": "BANK",
      "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/barksdale-investment-management-nashville-tn-105098.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": false,
      "raum": 147506.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 1223333021.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 346555549.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 435169585.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 5,
      "fewer_than_5": false,
      "raum": 180540270.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 4,
      "fewer_than_5": false,
      "raum": 445861321.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 374729476.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/105098",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}