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, 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.

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.