DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Weitz Investment Management, Inc.
Latest filing Mar 30, 2026
First filing on the tape Mar 15, 2012 · 30 filings
SEC status approved since May 12, 1983
RAUM
$8.1B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
1.1%
$87.0M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$2.7B
derived; firm RAUM over IAPD count
Employees
36
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$8.1B as of Mar 30, 2026
Mar 15, 2012$4.3B then
HNW client RAUM$87.0M as of Mar 30, 2026
Mar 22, 2018$66.2M then
State-registered IARs (5.B.3)3 as of Mar 30, 2026
Mar 15, 20120 then
Employees (5.A)36 as of Mar 30, 2026
Mar 14, 201334 then
Private funds1 as of Mar 8, 2016
Mar 15, 20121 then
RAUM +18% over the last fiscal year+31% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- $2.7BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $367MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 3.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 12.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$7.7B95%
- Charitable organizations$286M3.6%
- High-net-worth individuals$87.0M1.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 0reported
- Charitable clients
- 7reported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.01 fund_share=0.95 institutional_share=0.04 related_bd=true related_bank=false bd_reps=24.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jessica Joan NagengastCertified Financial Planner | Omaha, Ne | Mar 30, 2017 | 13 y | 1 |
| Giuseppe Merlo | Omaha, Ne | Apr 8, 2021 | 19 y | 2 |
| Ryan Tanner Holloman | Omaha, Ne | Jan 23, 2023 | 20 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Ryan Tanner Holloman from Tortoiseecofin Investments Partners, LLCJan 23, 2023 · Other
- Giuseppe Merlo from Wbi Investments, LLCApr 8, 2021 · Other
- Jessica Joan Nagengast from Cwm, LLCMar 30, 2017 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Heider-Weitz Limited Partnershipno longer reported | Private Equity Fund | $27.9M | 20 | Mar 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Marie Shar Bennett · Senior Vice President, Chief Financial Officer And Treasurercontrolsince 02/2021 · owns less than 5%
- Joseph James Boyne · President And Assistant Treasurercontrolsince 11/2018 · owns less than 5%
- Ann Lori Dorsey · Senior Vice President And Chief Client Officercontrolsince 01/2023 · owns less than 5%
- Paul Bradley Hinton · Executive Vice President And Co-Chief Investment Officercontrolsince 07/2006 · owns less than 5%
- Steven Andrew Weitz · Co-Chairman Of The Board And Senior Vice Presidentcontrolsince 08/2017 · owns 75% or more
- Roger Wallace Weitz · Co-Chairman Of The Board And Co-Chief Investment Officercontrolsince 03/1983 · owns less than 5%
- Robert John Detisch · Vice President And Chief Compliance Officersince 02/2011 · owns less than 5%
Related persons
Schedule D 7.A
- Weitz Securities, Inc.broker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Omaha, Ne · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 20 to 22Aug 21, 2025 to Mar 30, 2026
- Advisory employees · 14 to 13Aug 21, 2025 to Mar 30, 2026
- Assets in custody · $105M to $109MAug 21, 2025 to Mar 30, 2026
- Employees · 38 to 36Aug 21, 2025 to Mar 30, 2026
- Discretionary RAUM · $6.5B to $7.7BAug 21, 2025 to Mar 30, 2026
- HNW RAUM · $82.0M to $87.0MAug 21, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $339M to $360MAug 21, 2025 to Mar 30, 2026
- RAUM · $6.8B to $8.1BAug 21, 2025 to Mar 30, 2026
- Advisory employees · 13 to 14Aug 13, 2024 to Mar 26, 2025
- Charity clients · 6 to 7Aug 13, 2024 to Mar 26, 2025
- Assets in custody · $83.0M to $105MAug 13, 2024 to Mar 26, 2025
- Employees · 37 to 38Aug 13, 2024 to Mar 26, 2025
- Financial planning clients · unset to Aug 13, 2024 to Mar 26, 2025
- State-registered IARs · 1 to 3Aug 13, 2024 to Mar 26, 2025
- Discretionary RAUM · $4.8B to $6.5BAug 13, 2024 to Mar 26, 2025
- HNW RAUM · $86.6M to $82.0MAug 13, 2024 to Mar 26, 2025
- Individual RAUM · 8113.0 to unsetAug 13, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $317M to $339MAug 13, 2024 to Mar 26, 2025
- RAUM · $5.2B to $6.8BAug 13, 2024 to Mar 26, 2025
- Accounts · 24 to 20Mar 28, 2023 to Mar 28, 2024
- BD registered reps · 23 to 24Mar 28, 2023 to Mar 28, 2024
- HNW clients · 5.0 to unsetMar 28, 2023 to Mar 28, 2024
- Assets in custody · $84.0M to $83.0MMar 28, 2023 to Mar 28, 2024
- Employees · 36 to 37Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.4B to $4.8BMar 28, 2023 to Mar 28, 2024
- HNW RAUM · $62.5M to $86.6MMar 28, 2023 to Mar 28, 2024
- Individual RAUM · $34,081 to $8,113Mar 28, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $243M to $317MMar 28, 2023 to Mar 28, 2024
- RAUM · $3.6B to $5.2BMar 28, 2023 to Mar 28, 2024
- Accounts · 25 to 24Mar 28, 2022 to Mar 28, 2023
- Advisory employees · 12 to 13Mar 28, 2022 to Mar 28, 2023
- BD registered reps · 21 to 23Mar 28, 2022 to Mar 28, 2023
- HNW clients · 6 to 5Mar 28, 2022 to Mar 28, 2023
- Assets in custody · $89.1M to $84.0MMar 28, 2022 to Mar 28, 2023
- Employees · 35 to 36Mar 28, 2022 to Mar 28, 2023
- Discretionary RAUM · $3.6B to $3.4BMar 28, 2022 to Mar 28, 2023
- HNW RAUM · $67.1M to $62.5MMar 28, 2022 to Mar 28, 2023
- Individual RAUM · $32,155 to $34,081Mar 28, 2022 to Mar 28, 2023
- Non-discretionary RAUM · $258M to $243MMar 28, 2022 to Mar 28, 2023
- RAUM · $3.9B to $3.6BMar 28, 2022 to Mar 28, 2023
Signals
9 dated events
- Weitz Investment Management, Inc. reported RAUM $6.8B, up 32% from $5.2B (2024-08-13 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Weitz Investment Management, Inc. reported RAUM $5.2B, up 43% from $3.6B (2023-03-28 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Ann Lori Dorsey (Senior Vice President And Chief Client Officer) appeared on Schedule A of Weitz Investment Management, Inc.Mar 28, 2023 · Control person joined · fact
- Marie Shar Bennett (Vice President) no longer on Schedule A of Weitz Investment Management, Inc. (listed 2019-03-07, absent 2020-03-18)Mar 18, 2020 · Control person left · inference
- Lauren Kelly Kraft (Vice President And Director Of Sales) no longer on Schedule A of Weitz Investment Management, Inc. (listed 2019-03-07, absent 2020-03-18)Mar 18, 2020 · Control person left · inference
- Robert Kenneth Stoll (President And Chief Financial Officer) no longer on Schedule A of Weitz Investment Management, Inc. (listed 2019-02-01, absent 2019-03-07)Mar 7, 2019 · Control person left · inference
- Joseph James Boyne (President And Treasurer) appeared on Schedule A of Weitz Investment Management, Inc.Mar 7, 2019 · Control person joined · fact
- Marie Shar Bennett (Vice President) appeared on Schedule A of Weitz Investment Management, Inc.Mar 7, 2019 · Control person joined · fact
- Lauren Kelly Kraft (Vice President And Director Of Sales) appeared on Schedule A of Weitz Investment Management, Inc.Mar 7, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Weitz Investment Management, Inc. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/weitzinvestmentsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- WEITZINVESTMENTS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 402-391-1980reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.7Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026