Weaver C. Barksdale & Associates, Inc
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Overview
Weaver C. Barksdale & Associates, Inc operates as a financial advisory company located in Nashville, Tennessee. The company oversees $3.6 billion in assets under management throughout 131 customer accounts, making it one of the largest firms in the United States by assets under management (AUM). It has a small group, including 8 financial advisors. Weaver C. Barksdale & Associates, Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like equities, options and bonds.
Weaver C. Barksdale & Associates, Inc oversees all of its accounts on a discretionary basis. Discretionary management means that transaction judgments are made by an investment advisor without needing client permission. The investment advisory firm oversees about $27.7 million in assets for each customer account. The average advisor at Weaver C. Barksdale & Associates, Inc administers about 16 client accounts, placing it among the more individualized advisor firms in the country.
The company's main office is located at One Burton Hills Blvd, Suite 100, Nashville, Tennessee 37215-6104. It is legally permitted to provide services to clients across 9 states, including Florida, Illinois, Louisiana, New Jersey, New York, North Carolina, Pennsylvania, Texas and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Weaver C. Barksdale & Associates, Inc by the Numbers
$3.6 billion
12
131
$27.7 million
Fee Structure
Fees for financial advice usually depend on which services the firm provides the client. However, fees charged by Weaver C. Barksdale & Associates, Inc typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a number of different clients. Weaver C. Barksdale & Associates, Inc works with high net worth investors, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies and corporations. Out of its 131 customers, Weaver C. Barksdale & Associates, Inc's largest client type is pension plans, though it also caters to three high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 4.92%
- Other Individuals - 0%
- Corporations - 75.41%
- Charitable Organizations - 19.67%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Weaver C. Barksdale & Associates, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Weaver C. Barksdale & Associates, Inc
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
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