WEAVER C. BARKSDALE & ASSOCIATES, INC.

40 Burton Hills Blvd
Suite 230
Nashville, Tennessee 37215-6104
Tel: 615-665-1085

About WEAVER C. BARKSDALE & ASSOCIATES, INC.

WEAVER C BARKSDALE & ASSOCIATES, INC, formally registered with the SEC as WEAVER C BARKSDALE & ASSOCIATES, INC. The firm was established in 12/27/1984. They have over 1 offices throughout the country.

WEAVER C. BARKSDALE & ASSOCIATES, INC. is a Nashville, Tennessee based Financial Planning firm with nearly $3,592,626,047 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105098
SEC#	801-23126
Assets Managed by Firm	$3,592,626,047
No. of Clients	135
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	135	$3,592,626,047
Individuals (other than high net worth individuals)	5	$824,640
High net worth individuals	3	$7,930,611
Pension and profit sharing plans	21	$1,481,092,909
Charitable organizations	12	$468,505,440
Other investment advisers	3	$166,649,736
Corporations or other businesses	10	$511,074,510

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