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
Weaver Capital Management, LLC
Latest filing Jun 4, 2026
First filing on the tape Dec 7, 2011 · 34 filings
SEC status approved since May 5, 2017
RAUM
$538M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$488M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$179M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$538M as of Jun 4, 2026
Mar 26, 2012$64.1M then
HNW client RAUM$444M as of Jun 4, 2026
Mar 23, 2018$108M then
State-registered IARs (5.B.3)3 as of Jun 4, 2026
Mar 26, 20120 then
Employees (5.A)5 as of Jun 4, 2026
Mar 23, 20183 then
Private funds: no history
RAUM +24% over the last fiscal year+25% a year over threeIARs 1 to 3
Practice profile
derived from the filing of Jun 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $179MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 68derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $535,616derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +200%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $214M, 122 clientsreportedItem 9.A
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$444M83%
- Individuals$43.8M8.1%
- Charitable organizations$23.9M4.4%
- Corporations and businesses$21.8M4.1%
- Pension and profit-sharing plans$4.3M0.8%
- Individual clients
- 115reported
- HNW clients
- 88reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,004reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $214M for 122 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dewitt Thompson WeaverCertified Financial Planner | Suwanee, Ga | Jul 7, 2009 | 30 y | 4 |
| Bradley Stewart BargerCertified Financial Planner, Chartered Financial Consultant | Suwanee, Ga | Jun 10, 2025 | 20 y | 3 |
| Antonio Bruno Maselli | Suwanee, Ga | Jun 13, 2025 | 10 y | 0 |
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 headcount1 left over 36 months
Left, latest
- James E White to Forty Two Wealth LLCMar 11, 2024 · RIA to a state-registered adviser
- Logan Michael Collie to Securities America Advisors, Inc.Jan 31, 2022 · RIA to affiliated broker-dealer or bank
- Dewitt Thompson Weaver to Fisherman Capital Management, LLCDec 17, 2008 · Other
Joined, latest
- Bradley Stewart Barger from Wells Fargo AdvisorsJun 10, 2025 · Wirehouse to independent RIA
- Dewitt Thompson Weaver from Resource Planning Group, Ltd.Jul 7, 2009 · Other
- Dewitt Thompson Weaver from Wrh Capital Management, LlpJun 15, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Thompson Dewitt Weaver · Managing Member & Chief Compliance Officercontrolsince 03/2005 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Suwanee, Ga · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 981 to 1,004Jun 17, 2025 to Feb 9, 2026
- HNW clients · 79 to 88Jun 17, 2025 to Feb 9, 2026
- Individual clients · 107 to 115Jun 17, 2025 to Feb 9, 2026
- Assets in custody · $135M to $214MJun 17, 2025 to Feb 9, 2026
- Employees · 6 to 5Jun 17, 2025 to Feb 9, 2026
- Discretionary RAUM · $433M to $537MJun 17, 2025 to Feb 9, 2026
- HNW RAUM · $357M to $444MJun 17, 2025 to Feb 9, 2026
- Individual RAUM · $42.1M to $43.8MJun 17, 2025 to Feb 9, 2026
- Non-discretionary RAUM · $644,272 to $884,356Jun 17, 2025 to Feb 9, 2026
- Pension RAUM · $4.1M to $4.3MJun 17, 2025 to Feb 9, 2026
- RAUM · $434M to $538MJun 17, 2025 to Feb 9, 2026
- Advisory employees · 1 to 3Feb 5, 2025 to Jun 17, 2025
- Employees · 4 to 6Feb 5, 2025 to Jun 17, 2025
- Financial planning clients · 101-250 to 101-250Feb 5, 2025 to Jun 17, 2025
- State-registered IARs · 1 to 3Feb 5, 2025 to Jun 17, 2025
- Accounts · 1,014 to 981Oct 23, 2024 to Feb 5, 2025
- Advisory employees · 2 to 1Oct 23, 2024 to Feb 5, 2025
- HNW clients · 69 to 79Oct 23, 2024 to Feb 5, 2025
- Individual clients · 119 to 107Oct 23, 2024 to Feb 5, 2025
- Assets in custody · $2.1M to $135MOct 23, 2024 to Feb 5, 2025
- State-registered IARs · 2 to 1Oct 23, 2024 to Feb 5, 2025
- Discretionary RAUM · $337M to $433MOct 23, 2024 to Feb 5, 2025
- HNW RAUM · $261M to $357MOct 23, 2024 to Feb 5, 2025
- Individual RAUM · $46.8M to $42.1MOct 23, 2024 to Feb 5, 2025
- Non-discretionary RAUM · $0 to $644,272Oct 23, 2024 to Feb 5, 2025
- Pension RAUM · $2.9M to $4.1MOct 23, 2024 to Feb 5, 2025
- RAUM · $337M to $434MOct 23, 2024 to Feb 5, 2025
- Advisory employees · 3 to 2Feb 15, 2024 to Mar 11, 2024
- Employees · 5 to 4Feb 15, 2024 to Mar 11, 2024
- State-registered IARs · 3 to 2Feb 15, 2024 to Mar 11, 2024
- Accounts · 902 to 1,014Jun 22, 2023 to Feb 15, 2024
- Advisory employees · 2 to 3Jun 22, 2023 to Feb 15, 2024
- HNW clients · 57 to 69Jun 22, 2023 to Feb 15, 2024
- Individual clients · 126 to 119Jun 22, 2023 to Feb 15, 2024
- Assets in custody · $4.9M to $2.1MJun 22, 2023 to Feb 15, 2024
- Employees · 4 to 5Jun 22, 2023 to Feb 15, 2024
- State-registered IARs · 2 to 3Jun 22, 2023 to Feb 15, 2024
- Discretionary RAUM · $270M to $337MJun 22, 2023 to Feb 15, 2024
- HNW RAUM · $207M to $261MJun 22, 2023 to Feb 15, 2024
- Individual RAUM · $47.5M to $46.8MJun 22, 2023 to Feb 15, 2024
Signals
3 dated events
- James E White left Weaver Capital Management, Llc for Forty Two Wealth Llc (registered 2024-05-31)Mar 11, 2024 · Advisor changed firm · fact
- Logan Michael Collie left Weaver Capital Management, Llc for Securities America Advisors, Inc. (registered 2022-03-14)Jan 31, 2022 · Advisor changed firm · fact
- Weaver Capital Management, Llc filed its initial SEC registration (Form ADV)Apr 24, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@weavercapital.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 678-341-1333reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/weaver-capital-management-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- WEAVERCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 678-341-1333reportedpublic record, Form ADV, Jun 4, 2026
- Contact form
- weavercapital.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- weavercapital.com/our-peoplereportedpublished by the firm, firm site, Sep 16, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $179Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026