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CRD 135037
SUWANEE, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DEWITT THOMPSON WEAVER | Certified Financial Planner | SUWANEE, GA | 17 | 30 | 4 | no |
| BRADLEY STEWART BARGER | Certified Financial Planner|Chartered Financial Consultant | SUWANEE, GA | 1 | 20 | 3 | no |
| Antonio Bruno Maselli | n/a | SUWANEE, GA | 1 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WEAVER, DEWITT, THOMPSON | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 03/2005 | Dec 7, 2011 | Oct 23, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 22, 2026 | $538M | $537M | 5 | 3 | 0 | n/a | n/a |
| 2024 | Feb 5, 2025 | $434M | $433M | 4 | 1 | 0 | n/a | n/a |
| 2023 | Feb 15, 2024 | $337M | $337M | 5 | 3 | 0 | n/a | n/a |
| 2022 | Jan 30, 2023 | $277M | $270M | 4 | 2 | 0 | n/a | n/a |
| 2021 | Feb 16, 2022 | $271M | $264M | 4 | 2 | 0 | n/a | n/a |
| 2020 | Feb 10, 2021 | $218M | $212M | 4 | 2 | 0 | n/a | n/a |
| 2019 | Feb 12, 2020 | $205M | $200M | 4 | 2 | 0 | n/a | n/a |
| 2018 | Jan 23, 2019 | $162M | $162M | 3 | 2 | 0 | n/a | n/a |
| 2017 | Mar 23, 2018 | $159M | $154M | 3 | 2 | 0 | n/a | n/a |
| 2011 | Mar 26, 2012 | $64.1M | $63.7M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $538M | $434M | 23.9% | $277M | 24.7% | 5 | 4 | 0 | 0 |