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John William Castleberry

WEAVER CAPITAL MANAGEMENT, LLC·SUWANEE, Georgia
Unclaimed Profile
5400 LAUREL SPRINGS PARKWAY, SUWANEE, GA 30024CRD# 5691926Firm CRD# 135037
01

About

John William Castleberry is a registered financial advisor based in SUWANEE, Georgia, affiliated with WEAVER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEAVER CAPITAL MANAGEMENT, LLC
WEAVER CAPITAL MANAGEMENT, LLC
AUM
$337M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEAVER CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5691926
Firm CRD# 135037
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in SUWANEE, Georgia for a consultation.
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, working with WEAVER CAPITAL MANAGEMENT, LLC. Their office serves clients in the SUWANEE metropolitan area and surrounding communities.
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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Other advisors in SUWANEE
Dewitt Thompson Weaver — WEAVER CAPITAL MANAGEMENT, LLCJohn Thomas Spicknall — CAPITAL RESEARCH ADVISORS, LLCRobert Gerald Black — LEGACY PLANNING ADVISORS, LLCCamille Calhoun Black — LEGACY PLANNING ADVISORS, LLCKenneth Dwain Graves — CAPITAL RESEARCH ADVISORS, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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