# Weik Capital Management

> Weik Capital Management is an SEC-registered investment advisory firm in Wyomissing, PA, registered since 1987, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 107068
- Filed as: WEIK CAPITAL MANAGEMENT
- Legal name: Weik Capital Management, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wyomissing, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107068
- AdvisorCensus page: https://advisorcensus.com/firm/weik-capital-management-wyomissing-pa-107068

## Quick answers

**How is Weik Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Weik Capital 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.

**Where is Weik Capital Management located?**
Weik Capital Management's principal office is in Wyomissing, PA, according to its Form ADV.

**Is Weik Capital Management registered with the SEC or a state?**
Weik Capital Management is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 107068.

**How much does Weik Capital Management manage?**
Weik Capital Management reports $334,697,063 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (90% discretionary).

**How have Weik Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Weik Capital Management: Regulatory assets under management: $295,332,101 in the October 2021 data and $334,697,063 in the October 2026 data, up 13%. Total employees: 9 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Weik Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (97); individuals (other than high net worth individuals) (83); charitable organizations (8).

**Which custodians does Weik Capital Management use?**
Weik Capital Management'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 Weik Capital 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/107068

## From the Form ADV filing

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

### 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: $334,697,063
- Discretionary: $302,637,075
- Non-discretionary: $32,059,988

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $27,583,923 |
| High net worth individuals | 97 | $214,978,752 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $51,410,704 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $7,560,247 |
| Charitable organizations | 8 | $9,918,303 |
| Corporations or other businesses not listed above | 2 | $22,904,749 |
| Other | 1 | $340,385 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- 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: 1987 (39 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $295,332,101 | 9 | March 31, 2021 |
| October 2022 | $322,607,893 | 8 | March 30, 2022 |
| October 2023 | $270,543,376 | 8 | August 31, 2023 |
| October 2024 | $277,644,326 | 8 | March 26, 2024 |
| October 2025 | $305,219,170 | 8 | March 28, 2025 |
| October 2026 | $334,697,063 | 8 | March 27, 2026 |

Regulatory assets under management: $295,332,101 in the October 2021 data and $334,697,063 in the October 2026 data, up 13%.
Total employees: 9 in October 2021 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weik Capital Management (CRD 107068): Form ADV filing data as of October 2026.