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WEAVER CAPITAL MANAGEMENT, LLC

SUWANEE, GA · CRD 135037 · IAPD ↗ · 678-341-1333

$537.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — WEAVER CAPITAL MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — WEAVER CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($434.1M -> $537.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
July 2025 — WEAVER CAPITAL MANAGEMENT, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
March 2025 — WEAVER CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($336.8M -> $434.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.