A complete list of active advisors currently associated with Weaver Capital Management, LLC

Warmer can help you find a great advisor at Weaver Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Weaver Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.