SourcingSourcing

WEAVER C. BARKSDALE & ASSOCIATES, INC.

C48
CRD 105098·SEC 801-23126·NASHVILLE, TN
AUM
$3.44B
$1B+
Est. Revenue
$34.4M
@ 1% on AUM
Est. EBITDA
$10.3M
@ 30% margin
Est. Deal Value
$82.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEAVER C. BARKSDALE & ASSOCIATES, INC.
CRD
105098
SEC file #
801-23126
EIN
621217255
DBA names
Barksdale Investment Management

Economics

AUM
$3.44B
AUM band
$1B+
AUM trajectory
'20'26
$3.68B → $3.44B▼ -7%
Client mix
Pension Profit Sharing Plans18
Charitable Organizations12
State Or Municipal Govt8
Corporations8
Other Investment Advisers5

Operations

Employees (total)
13
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
9 advisors → 8 advisors▼ -11%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
barksdaleim.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBERTS, ANN, LODEN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
ROBERTS, ANN, LODEN
BARKSDALE, WEAVER, CAMERON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BARKSDALEIM.COM
Rdap Domain Creation Date
2021-02-25T21:25:57Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
24
Form 5500 Total Compensation
1,387,124
Form 5500 Compensation Trajectory 3y
2025833,172
2026553,952
Form 5500 Plan Count Trajectory 3y
202513
202611
Schedule C Total Compensation
1,387,124
Schedule C Service Provider Rows
24

SEC EDGAR

Edgar Cik
0001294588
Edgar Registered
Yes
Edgar Filing Count
62
Edgar First Filing Date
2004-07-21
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
53
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001214659-26-006136

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
E*trade4
Morgan Stanley2
Bny Mellon1
Edgar Addresses
Mailing
40 BURTON HILLS BLVD.SUITE 230NASHVILLE, TN 37215
Business
40 BURTON HILLS BLVD.SUITE 230NASHVILLE, TN 37215
Edgar EIN
621217255
Edgar Recent Filings
13F-HR2026-05-14 · 0001214659-26-006136
13F-HR2026-02-13 · 0001214659-26-001653
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-02-25T21:25:57Z
Rdap Domain Last Changed
2026-02-26T16:31:23Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2195221
Trust Company Affiliate
No

People (12)

12
ROBERTS, ANN, LODEN
IAR · Direct Owner · 37.5%
2195221
WEBB, CHARLES, HARRY
IAR · Direct Owner · 17.5%
4344725
PURYEAR, FRANK, GILLETTE
IAR · Direct Owner · 17.5%
1984403
BARKSDALE, WEAVER, CAMERON
Direct Owner · 17.5%
2123513
CARR, ELLEN, OGLESBY
IAR · Direct Owner · 7.5%
3083316
CARPENTER, KATHY, ELAINE
Direct Owner · 7.5%
4344728
FORSYTH, ANDREW, MICHAEL
IAR · Executive Officer · 2.5%
7535250
MURPHY, JAMES, FRANCIS
IAR · Executive Officer · 2.5%
4308605
CHAMNANPHONG, CATHY, LATANA
Executive Officer · 2.5%
8045284
NATHANIEL NEWELL JOHN GRANT
IAR
2254424
MELISSA DIONE SCHMIDT LAFFER
IAR
2192155
Stephen Zurlo
IAR
7172753