Weaver C. Barksdale & Associates, Inc. is a large advisory firm based in Nashville. It manages $3.68 billion of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Illinois, Louisiana, and 6 other states.
Weaver C. Barksdale & Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Weaver C. Barksdale & Associates, Inc. is $3.68 billion. The firm's AUM has gone down by -19% since the beginning of its operation, and $38.5 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Weaver C. Barksdale & Associates, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Weaver C. Barksdale & Associates is pension and profit sharing plans with 19 clients and $1.36 billion of assets under management. Among the 7 most similar advisory firms, Weaver C. Barksdale & Associates has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.68 billion for 77 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.
Weaver C. Barksdale & Associates doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Weaver C. Barksdale & Associates, Inc. performs its advisory services is located at One Burton Hills Blvd, Suite 100, Nashville, TN 37215 6104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-665-1085 or by fax 615-665-1087. The normal business hours are 8:00am to 4:00pm on Monday - Friday. You can find more information about the New York firm at wcbarksdale.com.