This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2005
- Office Locations
- 1
Office Locations
About Weaver Capital Management, LLC
Weaver Capital Management is a private wealth management firm providing financial planning and investment advice to high-net-worth individuals, families, and businesses, with strategies tailored across generations. The team emphasizes a risk-managed investment process and independent counsel grounded in a biblical worldview, with a client-focused, communication-driven approach from its Suwanee, GA office.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEWITT THOMPSON WEAVER III
Chief Compliance Officer, Managing Member, President
- CRD
- #2731666
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BRADLEY STEWART BARGER
--
- CRD
- #5156870
Antonio Bruno Maselli
--
- CRD
- #8099528
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $536,874,527 | $535,269 |
| Non-Discretionary | $884,356 | $884,356 |
| Total | $537,758,883 | $535,616 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing