Weaver Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Weaver Capital Management serves individual clients — including high-net-worth families — as well as employer-sponsored retirement plans, trusts, estates and charitable organizations, providing discretionary investment management, comprehensive wealth management and retirement plan advisory services. The firm operates on a fee-only, percentage-of-assets model and routinely incorporates financial planning and ongoing portfolio management into client relationships.
Investment decisions begin with a risk-profile questionnaire and placement into investment models that range from preservation to enhanced growth, with a long-term, value-oriented focus for individual large-cap equities and diversified allocations to equities, fixed income and alternatives. The firm also employs tactical risk-management tools — including ETF-based allocation shifts, purchase of put options, and limited short positions — and implements these measures on a discretionary basis when they deem them aligned with a client’s investment plan.
Noteworthy distinctions include the firm’s documented use of borrowing in separately managed accounts and explicit margin policies, an approach that is uncommon among peers and is integrated into its trading, reporting and risk disclosures. Weaver Capital also offers facilitated estate-document generation through an independent third‑party platform and leverages the founder’s prior experience managing a fund of hedge funds to adapt advanced strategies into traditional custodial accounts while emphasizing transparency and liquidity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Estate Planning Guidance fee: $2,500 per engagement, fees may vary based on scope or complexity
$0 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Account minimum: $2,500,000 Minimum fee: Minimum annual fee of $10,000 for Investment Management Services Fee-only: Fee-only advisory services based on percentage of assets under management
Main office
5400 Laurel Springs Parkway, Suite 303
Suwanee GA 30024
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · Louisiana · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Bradley B
CFP®, ChFC®, Series 63, Series 65
Suwanee, GA
Weaver Capital Management, LLC
Bradley Barger is a financial advisor at Weaver Capital Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. He serves as co-trustee for a family trust. Weaver Capital Management serves individual clients, including high-net-worth families, as well as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach that incorporates tactical risk-management tools.
Antonio M
Series 65
Suwanee, GA
Weaver Capital Management, LLC
Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.
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