Weik Capital Management

RIASEC RegisteredEst. 1987
Total AUM
$335M
Discretionary
$303M
90% of AUM
Avg account
$1.7M
Accounts
195
Employees
8
Advisory reps
6

Firm details

Headquarters
Wyomissing, Pennsylvania
CRD number
107068
Registered since
September 17, 1987
Website
weikinvest.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI64.23%
  • Pooled Investment Vehicles15.36%
  • Individuals8.24%
  • Corporations / Businesses6.84%
  • Charitable Organizations2.96%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Weik Capital Management is an independent registered investment adviser organized as a corporation and first registered with the SEC in 1987. Ownership is listed as individual and the firm serves both individual/family and institutional clients. Its primary revenue model is advisory fees charged as a percentage of assets under management. The firm’s advisory capabilities include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutional clients. Weik is not described as an ESG-focused manager and is not identified as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Investment Grade Corp Bonds 6%, US Government Bonds 5%, State & Local Bonds 3%, Public Funds/Mutual Funds 3%, Cash & Cash Equivalents 3%79%
  • Exchange Traded Equities79%
  • Investment Grade Corp Bonds6%
  • US Government Bonds5%
  • State & Local Bonds3%
  • Public Funds/Mutual Funds3%

Owners & executives

3 of 3
  • Thomas Weik

    Thomas Weik

    Chief Financial OfficerCRD 461570

  • Laura Novak

    Laura Novak

    Chief Compliance OfficerCRD 2831444

  • Warren Weik

    Warren Weik

    EVP & Chief Operating OfficerCRD 6116966

Contacts

3 of 3
  • Logan Boyer

    Logan Boyer

    Assistant Portfolio ManagerCRD 7696248

  • Abhishek Amatya

    Abhishek Amatya

    Portfolio Manager, Equity AnalystCRD 5475713

  • Kenneth Weik

    Kenneth Weik

    Portfolio ManagerCRD 6861900

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$20.8M in ETFs

Passive

90%

$18.7M

Active

0%

$2.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT)VanguardPassiveCorporate Bond$4.5M54,10121.48%
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Location

Primary office

Wyomissing, PA

Berks

Location

Wyomissing, PA

Headquartered in Wyomissing, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Berks
Address
18 Commerce Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth