Huber, Weakland & Associates, Inc.
● SEC registered since 2018CRD 120745SEC# 801-113612Ellicott City, MD
Reg. AUM
$295.3M
Employees
4
Accounts
577
Location
Ellicott City, MD
Huber, Weakland & Associates, Inc. assets under management
Huber, Weakland & Associates, Inc. is an investment advisory firm registered with the SEC based in Ellicott City, MD. The firm has been registered since 2018. It reports $295.3 million in regulatory assets under management and employs 4 people.
Huber, Weakland & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph R Geld | Financial Advisor | 10-25% | 2022 |
| Philip E Huber Control | President, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Huber, Weakland & Associates, Inc. manage?
Huber, Weakland & Associates, Inc. reports $295.3 million in regulatory assets under management on its Form ADV.
How many employees does Huber, Weakland & Associates, Inc. have?
Huber, Weakland & Associates, Inc. reports 4 employees.
Where is Huber, Weakland & Associates, Inc. located?
Huber, Weakland & Associates, Inc. is based in Ellicott City, MD and has been SEC-registered since 2018.
Does Huber, Weakland & Associates, Inc. disclose fund performance?
Huber, Weakland & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3448 Ellicott Center Drive, Suite 101, Ellicott City, MD 21043 |
| Phone | 410.696.4025 |
| Fax | 410.696.4031 |
| Office hours | 9:00 To 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$295.3M▲ 35%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$295.3Mregulatory AUM
Discretionary $267.1MNon-discretionary $28.2M