# Weber Capital Management LLC

> Weber Capital Management LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 109624
- Filed as: WEBER CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109624
- AdvisorCensus page: https://advisorcensus.com/firm/weber-capital-management-llc-san-francisco-ca-109624

## Quick answers

**How is Weber Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Weber Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Weber Capital Management LLC located?**
Weber Capital Management LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Weber Capital Management LLC registered with the SEC or a state?**
Weber Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 109624.

**How much does Weber Capital Management LLC manage?**
Weber Capital Management LLC reports $120,225,941 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Weber Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Weber Capital Management LLC use?**
Weber Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New BNY Mellon, National Association and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Weber 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/109624

**What changed in Weber Capital Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Bank of New BNY Mellon, National Association
- Pershing LLC

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: $120,225,941
- Discretionary: $120,225,941
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $87,437,010 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $32,788,931 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- webercapital.com

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weber Capital Management LLC (CRD 109624): Form ADV filing data as of October 2026.