Unclaimed Profile

John William Castleberry

WEAVER CAPITAL MANAGEMENT, LLC·SUWANEE, Georgia

Series 65Clean record15 years registeredWEAVER CAPITAL MANAGEMENT, LLC

5400 LAUREL SPRINGS PARKWAY, SUWANEE, GA 30024CRD# 5691926Firm CRD# 135037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John William Castleberry · SUWANEE, GA

Registration

CRD #5691926 · WEAVER CAPITAL MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEAVER CAPITAL MANAGEMENT, LLC

CASTLEBERRY CAPITAL INVESTMENTS, LLC

Jan 2020 – Dec 2023

CUMMING, GA

WEAVER CAPITAL MANAGEMENT, LLC

Oct 2010 – Nov 2019

SUWANEE, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 25, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEAVER CAPITAL MANAGEMENT, LLC

CRD 135037 · SEC 801-110518

AUM

$337M

Regulatory assets under management

Employees

1,014 client accounts

Services offered by WEAVER CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEAVER CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John William Castleberry offer?

John William Castleberry specializes in Financial Planning, Investment Management, Wealth Management.

What are John William Castleberry's credentials?

John William Castleberry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John William Castleberry located?

John William Castleberry is based in SUWANEE, Georgia, last registered with WEAVER CAPITAL MANAGEMENT, LLC.

How does John William Castleberry charge for services?

John William Castleberry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEAVER CAPITAL MANAGEMENT, LLC?

WEAVER CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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