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BARKSDALE INVESTMENT MANAGEMENT
WEAVER C. BARKSDALE & ASSOCIATES, INC.
CRD 105098 · SEC 801-23126
40 BURTON HILLS BLVD, SUITE 230, NASHVILLE, TN, 37215-6104, United States
Phone
615-665-1085
Fax
615-665-1087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.44B
Discretionary AUM
$3.44B
Team
13 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $139K |
| Pension/profit sharing plans | 18 | $1.26B |
| Charitable organizations | 12 | $320.1M |
| State/municipal entities | 8 | $440.0M |
| Other investment advisers | 5 | $181.9M |
| Insurance companies | 4 | $451.0M |
| Corporations/business entities | 8 | $784.2M |
States served
IL, LA, NJ, NY, NC, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD