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Weaver C. Barksdale & Associates, Inc.

● SEC registered since 1984CRD 105098SEC# 801-23126Nashville, TN
Export (members)
Reg. AUM
$3.44B
Employees
13
Accounts
118
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 $3.4 billion in regulatory assets under management and employs 13 people.

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 $3.4 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

Regulatory AUM

$3.44B▼ 5%
Mar '25 — $3.63BApr '25 — $3.63BMay '25 — $3.63BJun '25 — $3.63BJul '25 — $3.63BAug '25 — $3.63BSep '25 — $3.63BOct '25 — $3.63BNov '25 — $3.63BDec '25 — $3.63BJan '26 — $3.63BFeb '26 — $3.63BMar '26 — $3.44BApr '26 — $3.44BMay '26 — $3.44BJun '26 — $3.44B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$3.44Bregulatory AUM
Discretionary $3.44B