# Barksdale Investment Management > 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. - CRD: 105098 - Filed as: BARKSDALE INVESTMENT MANAGEMENT - Legal name: Weaver C. Barksdale & Associates, Inc. - Also doing business as: BARKSDALE INVESTMENT MANAGEMENT - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Nashville, TN - Filing period: October 2026 - Form ADV filing dated: July 14, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105098 - AdvisorCensus page: https://advisorcensus.com/firm/barksdale-investment-management-nashville-tn-105098 ## Quick answers **How is Barksdale Investment Management compensated?** On its Form ADV (Item 5.E, October 2026), Barksdale Investment Management reports these compensation arrangements: a percentage of assets under its management. **Where is Barksdale Investment Management located?** Barksdale Investment Management's principal office is in Nashville, TN, according to its Form ADV. **Is Barksdale Investment Management registered with the SEC or a state?** Barksdale Investment Management is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 105098. **How much does Barksdale Investment Management manage?** Barksdale Investment Management reports $3,006,336,728 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary). **How have Barksdale Investment Management's assets and staff changed since 2021?** 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. **What types of clients does Barksdale Investment Management serve?** 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). **Which custodians does Barksdale Investment Management use?** Barksdale Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Amalgamated Bank, Bank, Bank and Bank as custodians holding 10% or more of its separately managed account assets. **Does Barksdale Investment Management report any disciplinary disclosures?** 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 **What changed in Barksdale Investment Management's recent Form ADV filings?** In the August 2026 filing data: Regulatory assets under management went from $3,435,231,265 to $3,006,336,728 (-12%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Custodians (Schedule D, Section 5.K(3)) - Amalgamated Bank - Bank - Bank - Bank 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. ### Regulatory assets under management (Item 5.F) - Total: $3,006,336,728 - Discretionary: $3,006,336,728 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 0 | $0 | | High net worth individuals | 1 | $147,506 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $1,223,333,021 | | Charitable organizations | 12 | $346,555,549 | | State or municipal government entities (including government pension plans) | 8 | $435,169,585 | | Other investment advisers | 5 | $180,540,270 | | Insurance companies | 4 | $445,861,321 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 6 | $374,729,476 | | Other | Not reported | $0 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 1984 (41 years) - Employees: 13 total, 8 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: FL, IL, LA, NC, NJ, NY, PA, TN, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - barksdaleim.com - LinkedIn @weaver-c.-barksdale-&-associates-inc. ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $4,432,234,175 | 13 | April 28, 2021 | | October 2022 | $4,689,829,652 | 13 | March 30, 2022 | | October 2023 | $3,725,518,751 | 11 | June 16, 2023 | | October 2024 | $3,592,626,047 | 13 | July 9, 2024 | | October 2025 | $3,625,659,373 | 13 | June 6, 2025 | | October 2026 | $3,006,336,728 | 13 | July 14, 2026 | 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. ## Changes in the filing (last 12 months) ### August 2026 - Regulatory assets under management went from $3,435,231,265 to $3,006,336,728 (-12%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barksdale Investment Management (CRD 105098): Form ADV filing data as of October 2026.