# Weaver Capital Management, LLC

> Weaver Capital Management, LLC is an SEC-registered investment advisory firm in Suwanee, GA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 135037
- Filed as: WEAVER CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Suwanee, GA
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135037
- AdvisorCensus page: https://advisorcensus.com/firm/weaver-capital-management-llc-suwanee-ga-135037

## Quick answers

**How is Weaver Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Weaver Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Weaver Capital Management, LLC located?**
Weaver Capital Management, LLC's principal office is in Suwanee, GA, according to its Form ADV.

**Is Weaver Capital Management, LLC registered with the SEC or a state?**
Weaver Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 135037.

**How much does Weaver Capital Management, LLC manage?**
Weaver Capital Management, LLC reports $537,758,883 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**How have Weaver Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Weaver Capital Management, LLC: Regulatory assets under management: $218,453,261 in the October 2021 data and $537,758,883 in the October 2026 data, up 146%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Weaver Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (88).

**Which custodians does Weaver Capital Management, LLC use?**
Weaver Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Weaver Capital Management, LLC 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/135037

**What changed in Weaver Capital Management, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 4, 2026)

- Minimum annual fee: $10,000

> A minimum annual fee of $10,000 will be charged for Investment Management Services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $537,758,883
- Discretionary: $536,874,527
- Non-discretionary: $884,356

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $43,768,355 |
| High net worth individuals | 88 | $443,945,663 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,322,982 |
| Charitable organizations | Fewer than 5 | $23,893,888 |
| Corporations or other businesses not listed above | Fewer than 5 | $21,827,995 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weavercapital.com
- LinkedIn @weaver-capital-management-llc
- X @WEAVERCAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $218,453,261 | 4 | August 25, 2021 |
| October 2022 | $271,431,342 | 4 | February 16, 2022 |
| October 2023 | $277,093,078 | 4 | June 22, 2023 |
| October 2024 | $336,822,439 | 4 | September 4, 2024 |
| October 2025 | $434,059,079 | 6 | June 17, 2025 |
| October 2026 | $537,758,883 | 5 | June 4, 2026 |

Regulatory assets under management: $218,453,261 in the October 2021 data and $537,758,883 in the October 2026 data, up 146%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in SC.

### March 2026
- Regulatory assets under management went from $434,059,079 to $537,758,883 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weaver Capital Management, LLC (CRD 135037): Form ADV filing data as of October 2026.