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WEATHERFORD CAPITAL MANAGEMENT

TAMPA, FL · CRD 304514 · IAPD ↗ · weatherfordcapital.com · (813) 443-0499

$1.05BRegulatory AUM
12Advisory reps
14Employees
0Clients
n/aPlanning clients
21Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — WEATHERFORD CAPITAL MANAGEMENT notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — WEATHERFORD CAPITAL MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2026 — WEATHERFORD CAPITAL MANAGEMENT grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — WEATHERFORD CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($927.7M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — WEATHERFORD CAPITAL MANAGEMENT shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2024 — WEATHERFORD CAPITAL MANAGEMENT reported RAUM up 32% ($698.4M -> $920.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — WEATHERFORD CAPITAL MANAGEMENT grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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