Sign in Sign up for free

Weatherfield Capital Resources (St. Louis)


Weatherfield Capital Resources is a large advisory firm based in St. Louis. It manages $40.01 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.

Weatherfield Capital Resources provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weatherfield Capital Resources: assets under management

The assets under management (AUM) of Weatherfield Capital Resources is $40.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weatherfield Capital Resources 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.

Based in St. Louis

The principal office where Weatherfield Capital Resources performs its advisory services is located at 2249 S. Brentwood Blvd, St. Louis, MO 63144, 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 314-962-1300 or by fax [314] 962-1320. The normal business hours are 9am 4pm on Monday - Friday.


Registered investment advisers similar to Weatherfield Capital Resources