Weisberg Capital Management

Overview

Weisberg Capital Management operates as an independent registered investment adviser serving both individual/family and institutional clients. The firm focuses on fee-based portfolio management and financial planning, offering discretionary and non-discretionary management alongside consulting services for employers and institutions. Its business model mixes percentage-of-AUM billing with fixed-fee arrangements, which suggests a blend of ongoing portfolio oversight and project-based planning work. Investment behavior is centered on pooled public vehicles rather than concentrated single-stock strategies. The adviser is not an active ESG investor and does not market itself as a multi-state or newly formed adviser. Advisory activities are broad and include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices