Weik Capital Management, Inc
● SEC registered since 1987CRD 107068SEC# 801-30452Wyomissing, PA
Ranks #4,448 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$334.7M
Fund GAV
$51.4M
Private funds
2
Employees
8
Accounts
195
Location
Wyomissing, PA
Weik Capital Management, Inc assets under management
Weik Capital Management, Inc is an SEC-registered investment adviser based in Wyomissing, PA. The firm has been registered since 1987. It reports $334.7 million in regulatory assets under management and employs 8 people. Weik Capital Management, Inc manages 2 private funds with combined gross assets of $51.4 million, including Weik Value Partners. By regulatory assets, it ranks 4,448 of 6,004 private fund managers.
Weik Capital Management, Inc private funds
2 funds · $51.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Weik Value Partners | Other Private | $34.7M | $200K |
| Weik Small-Cap Partners | Other Private | $16.7M | $100K |
Weik Capital Management, Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Wesley Weik Control | Secretary, Treasurer | Under 5% | 2019 |
| Laura Ann Novak Control | Chief Compliance Officer | Under 5% | 2021 |
| Thomas Wilbur Weik Control | President, Chief Investment Officer, Sole Director | Over 75% | 1987 |
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Join to unlock · $37/moFrequently asked questions
How much does Weik Capital Management, Inc manage?
Weik Capital Management, Inc reports $334.7 million in regulatory assets under management on its Form ADV.
How many private funds does Weik Capital Management, Inc manage?
Weik Capital Management, Inc manages 2 private funds with combined gross assets of $51.4 million.
How many employees does Weik Capital Management, Inc have?
Weik Capital Management, Inc reports 8 employees.
Where is Weik Capital Management, Inc located?
Weik Capital Management, Inc is based in Wyomissing, PA and has been SEC-registered since 1987.
Does Weik Capital Management, Inc disclose fund performance?
Weik Capital Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18 Commerce Drive, Wyomissing, PA 19610-1068 |
| Phone | 610-376-2240 |
| Fax | 610-376-8256 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$334.7M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
AUM vs fund managersTop 74%
Larger than 26% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$334.7Mregulatory AUM
Discretionary $302.6MNon-discretionary $32.1M
Service providers
Auditor
Custodian