# Weisberg Capital Management

> Weisberg Capital Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 333843
- Filed as: WEISBERG CAPITAL MANAGEMENT
- Legal name: Weisberg Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333843
- AdvisorCensus page: https://advisorcensus.com/firm/weisberg-capital-management-333843

## Quick answers

**How is Weisberg Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Weisberg Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Weisberg Capital Management registered with the SEC or a state?**
Weisberg Capital Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333843.

**How much does Weisberg Capital Management manage?**
Weisberg Capital Management reports $13,034,882 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**What types of clients does Weisberg Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (11); corporations or other businesses not listed above (2).

**Does Weisberg 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333843

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,034,882
- Discretionary: $13,016,458
- Non-discretionary: $18,424

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $7,642,857 |
| High net worth individuals | 11 | $4,081,101 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $165,354 |
| Charitable organizations | 1 | $73,030 |
| Corporations or other businesses not listed above | 2 | $1,072,540 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weisbergcapital.com
- LinkedIn @akram-a-tadlaoui-b2278ba8
- LinkedIn @justindaleyoung2

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weisberg Capital Management (CRD 333843): Form ADV filing data as of October 2026.