Weaver C. Barksdale & Associates, Inc.
● SEC registered since 1984CRD 105098SEC# 801-23126Nashville, TN
Reg. AUM
$3.01B
Employees
13
Accounts
112
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 billion in regulatory assets under management and employs 13 people.
Weaver C. Barksdale & Associates, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Michael Forsyth Control | Director Of Fixed Income, Principal | Under 5% | 2025 |
| Ann Loden Roberts Control | Ceo, Principal | 25-50% | 2017 |
| Cathy Latana Chamnanphong Control | Director, Principal | Under 5% | 2023 |
| Charles Harry Webb Control | Director, Principal | 10-25% | 1996 |
| Ellen Oglesby Carr Control | Director Of Research, Portfolio Mgr, Principal | 5-10% | 2019 |
| Frank Gillette Puryear Control | Chairman, Principal | 10-25% | 1996 |
| James Francis Murphy Control | Chief Compliance Officer, Principal | Under 5% | 2019 |
| James Francis Murphy Control | Chief Operations Officer, Principal | Under 5% | 2025 |
| Kathy Elaine Carpenter Control | Corporate Secretary, Principal | 5-10% | 1985 |
| Weaver Cameron Barksdale Control | Treasurer, Principal | 10-25% | 1985 |
Frequently asked questions
How much does Weaver C. Barksdale & Associates, Inc. manage?
Weaver C. Barksdale & Associates, Inc. reports $3 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
| Address | 40 Burton Hills Blvd, Suite 230, Nashville, TN 37215-6104 |
| Phone | 615-665-1085 |
| Fax | 615-665-1087 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1294588 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.01B▼ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$3.01Bregulatory AUM
Discretionary $3.01B