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Weaver C. Barksdale & Associates, Inc.

● SEC registered since 1984CRD 105098SEC# 801-23126Nashville, TN
Export (members)
Reg. AUM
$3.63B
Employees
13
Accounts
126
Location
Nashville, TN

Weaver C. Barksdale & Associates, Inc. assets under management

Weaver C. Barksdale & Associates, Inc. operates as an SEC-registered investment adviser based in Nashville, TN. The firm has been registered since 1984. It reports $3.6 billion in regulatory assets under management and employs 13 people.
barksdaleim.comView on SEC.gov ↗

Weaver C. Barksdale & Associates, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Andrew Michael Forsyth ControlDirector Of Fixed Income, PrincipalUnder 5%2025
Ann Loden Roberts ControlCeo, Principal25-50%2017
Cathy Latana Chamnanphong ControlDirector, PrincipalUnder 5%2023
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Frequently asked questions

How much does Weaver C. Barksdale & Associates, Inc. manage?

Weaver C. Barksdale & Associates, Inc. reports $3.6 billion in regulatory assets under management on its Form ADV.

How many employees does Weaver C. Barksdale & Associates, Inc. have?

Weaver C. Barksdale & Associates, Inc. reports 13 employees.

Where is Weaver C. Barksdale & Associates, Inc. located?

Weaver C. Barksdale & Associates, Inc. is based in Nashville, TN and has been SEC-registered since 1984.

Does Weaver C. Barksdale & Associates, Inc. disclose fund performance?

Weaver C. Barksdale & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 Burton Hills Blvd, Suite 230, Nashville, TN 37215-6104
Phone615-665-1085
Fax615-665-1087
Office hours8:00a.m. To 4:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1294588
Discloses disciplinary historyNo

Assets under management

Discretionary$3.63B
Non-discretionary$0
Total (RAUM)$3.63B