Weaver C. Barksdale & Associates, Inc.
● SEC registered since 1984CRD 105098SEC# 801-23126Nashville, TN
Reg. AUM
$3.01B
Employees
13
Accounts
112
Location
Nashville, TN
About Weaver C. Barksdale & Associates
Barksdale Investment Management, founded in 1984 in Nashville, is an independent RIA serving institutional clients with customized portfolios. The firm highlights integrity, consistency, and accountability from experienced, accessible professionals.
Summary based on the firm’s website.
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, monthlySep '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,369 advisers
EmployeesTop 34%
More than 66% of 16,804 advisers
Assets under management
$3.01Bregulatory AUM
Discretionary $3.01B