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Weaver Capital Management, LLC

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Client assets under management

$487,714,018

Clients

203

43% high-net-worth

Advisors

3

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

More info

Clients per advisor

68

Typical

Average account size

$2,402,532

About

Weaver Capital Management, LLC is a fee-only wealth management firm that serves individual clients — including high-net-worth households — as well as employer‑sponsored retirement plans and other institutional or trust clients. Its services include comprehensive financial planning, discretionary portfolio management, and retirement plan advisory and fiduciary consulting under ERISA.

The firm combines a long-term, value-oriented approach for individual equities and diversified model portfolios with active risk management tools, using ETFs, mutual funds, individual fixed‑income securities and direct equity positions to align portfolios with client risk profiles. In volatile markets Weaver may implement temporary tactical measures — such as reallocations via ETFs, put options, inverse ETFs or limited short positions — and manages accounts on both discretionary and non‑discretionary bases.

What distinguishes the firm from many peers is its incorporation of hedging and alternative‑style techniques into traditional custody accounts while maintaining daily liquidity and transparency, and its willingness to permit borrowing in separately managed accounts (margin) as part of some client strategies. The firm also frames advisory work around stewardship principles rooted in faith‑based planning and draws on experience applying alternative investment concepts in a retail advisory setting.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Wealth management Tax-loss harvesting

Occupation focus

Founder/Business Owner Professional Athlete Retired

Demographic focus

Values-based investing Mid-Career Professionals

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Fee options

Fixed

Separate fee may be charged for extensive financial planning, agreed upon in advance

Percentage

$0 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000+: 0.50%

Other

Account minimum: $2,500,000 Minimum fee: $10,000 minimum annual fee for Investment Management Services Fee-only: Fee-only business model based on percentage of assets under management

Main office location

Weaver Capital Management, LLC

5400 Laurel Springs Parkway, Suite 303

Suwanee GA 30024, United States

Number of offices

1

Most active in

More info

Alabama · Florida · Georgia · Louisiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 678-341-1333

Advisors at this firm

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user avatar

Dewitt W

CFP®, Series 63

Suwanee, GA

Weaver Capital Management, LLC

Dewitt Weaver is a CFP® with 29 years of industry experience and has been with Weaver Capital Management, LLC since 2005. He holds a Series 63 license and is based in Suwanee, GA. Weaver Capital Management, LLC provides fee-only investment management and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented investment approach using model portfolios tailored to client risk profiles and incorporates alternative strategies and tactical ETF adjustments to manage risk.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Wealth management Tax-loss harvesting Founder/Business Owner Professional Athlete Retired Values-based investing Mid-Career Professionals
user avatar

Bradley B

CFP®, ChFC®, Series 63, Series 65

Suwanee, GA

Weaver Capital Management, LLC

Bradley Barger is a CFP® and ChFC® with 19 years of industry experience. He is currently an advisor at Weaver Capital Management, LLC and has previously worked at Wells Fargo Clearing Services, SunTrust Advisory Services, and MassMutual Life Insurance Co. He serves as a co-trustee for a family trust in Alpharetta, GA. Weaver Capital Management provides fee-only investment and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting for employer-sponsored plans. The firm uses a risk-profile questionnaire and model portfolios, emphasizing a long-term, value-oriented approach with a range of investment options and some notable practices such as permitting client borrowing in separately managed accounts and integrating alternative-style strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Wealth management Tax-loss harvesting Founder/Business Owner Professional Athlete Retired Values-based investing Mid-Career Professionals
user avatar

Antonio M

Series 65

Suwanee, GA

Weaver Capital Management, LLC

Antonio Maselli is an advisor at Weaver Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining Weaver Capital Management in 2024, he held positions at The Home Depot, DecisionLink, and several educational institutions. Weaver Capital Management provides fee-only investment and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented approach using diversified model portfolios and offers unique features such as client borrowing in separately managed accounts and integration of alternative-style strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Wealth management Tax-loss harvesting Founder/Business Owner Professional Athlete Retired Values-based investing Mid-Career Professionals
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