Weaver Capital Management, LLC

Weaver Capital Management, LLC is a fee-only investment advisory firm founded in 2005, with a heritage dating back over 30 years. The firm specializes in private wealth management, discretionary investment management, and retirement plan advisory services. Operating under a fiduciary business model, Weaver Capital is compensated based on a percentage of assets under management, with a minimum annual fee of $10,000. Clients can choose between Investment Management and Wealth Management services, which include financial planning, investment strategy development, and access to a network of professionals. The firm's investment philosophy focuses on risk management and offers a range of investment options, including individual securities, ETFs, mutual funds, and fixed income securities. Weaver Capital provides investment discretion to clients, allowing for either discretionary or non-discretionary management of their portfolios. The firm's President, DeWitt T. Weaver, III, is a Certified Financial Planner with extensive experience in financial planning and investment management. DeWitt oversees all client accounts and conducts regular reviews to ensure alignment with clients' financial goals. The firm does not have any disciplinary events to report and operates with transparency regarding fees, investment strategies, and potential risks. Clients are provided with detailed account statements, performance reports, and access to a client portal for daily updates on their investments.