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Barksdale Weaver C And Associates Inc (Brentwood)


Barksdale Weaver C And Associates Inc is a large advisory firm based in Brentwood. It manages $4.54 billion of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Pennsylvania and Tennessee.

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Barksdale Weaver C And Associates 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.

Barksdale Weaver C And Associates: assets under management

The assets under management (AUM) of Barksdale Weaver C And Associates Inc is $4.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.54 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.52 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barksdale Weaver C And Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brentwood

The principal office where Barksdale Weaver C And Associates Inc performs its advisory services is located at 10 Cadillac Drive, Brentwood, TN 37027, 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 8:30am to 4:30pm on Monday - Friday. You can find more information about the New York firm at wcbarksdale.com.


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