Weaver C. Barksdale & Associates, Inc.
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 105098
· SEC file 801-23126
· Nashville, TN
· www.linkedin.com
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $3.0B
- Discretionary
- $3.0B
- Clients
- 54
- Avg AUM / client
- $55.7M
- Accounts
- 112
- Employees
- 13
AUM over time
$3.0B
$4.7B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $148K | 0.0% |
| Pension and profit sharing plans | 18 | $1.2B | 40.7% |
| Charitable organizations | 12 | $347M | 11.5% |
| State or municipal government entities | 8 | $435M | 14.5% |
| Other investment advisers | 5 | $181M | 6.01% |
| Insurance companies | 4 | $446M | 14.8% |
| Corporations and other businesses | 6 | $375M | 12.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Local 807 Labor Management Pension Fund Board Of Trustees Local 807 Labor Management Pension Fund | 2024 | |
| Ironworkers Local 11 Pension Fund Ironworkers Local 11 Pension Fund Board Of Trustees | 2024 | |
| Ironworkers Local 11 Annuity Fund Ironworkers Local 11 Annuity Fund Board Of Trustees | 2024 | |
| Local Union 400 I.B.E.W. Pension Plan Int'l Brotherhood Of Elect. Workers Local Union 400 Pension Fund | 2024 | |
| Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund | 2024 | |
| Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | 2024 | |
| Steamfitters Local Union No. 420 Pension Plan Board Of Trustees Of Steamfitters Lu 420 Pension Plan | 2024 | |
| Metro Ila Pension Fund Board Of Trustees Metro Ila Pension Fund | 2024 | |
| Joint Pension Fund Of Local Union No 102 Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees | 2024 | |
| Local 580 Pension Fund Board Of Trustees Local 580 Pension Fund | 2024 | |
| New Jersey Building Laborers Statewide Pension Fund Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund | 2024 | |
| Pension Plan Of Independence Blue Cross Independence Blue Cross, Llc | 2024 | |
| New Jersey Building Laborers Statewide Annuity Fund Bd Of Trustees Nj Building Laborers Statewide Annuity Fund | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barksdale, Weaver, Cameron | Founding Principal | Feb 1985 (42y) | 10% – 25% | |
| Carpenter, Kathy, Elaine | Operation's Manager & Principal | Feb 1985 (42y) | 5% – 10% | |
| Charles Harry Webb | Chief Investment Officer & Principal | May 1996 (30y) | 10% – 25% | |
| Frank Gillette Puryear | Chairman | May 1996 (30y) | 10% – 25% | |
| Ann Loden Roberts | Ceo & Principal | Feb 2004 (22y) | 25% – 50% | |
| Ellen Oglesby Carr | Portfolio Mgr & Principal | CFA | Jun 2013 (13y) | 5% – 10% |
| James Francis Murphy | Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Melissa Dione Schmidt Laffer | Registered representative | CFA | Sep 2018 (8y) | |
| Andrew Michael Forsyth | Registered representative | CFA | May 2022 (4y) | |
| Stephen Zurlo | Registered representative | CFA | Mar 2024 (2y) | |
| Nathaniel Newell John Grant | Registered representative | CFA | Jan 2025 (2y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (13)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Local 807 Labor Management Pension Fund | Board Of Trustees Local 807 Labor Management Pension Fund | 411 | $110M | 09/01/2024 |
| Ironworkers Local 11 Pension Fund | Ironworkers Local 11 Pension Fund Board Of Trustees | 1,135 | $398M | 07/01/2024 |
| Ironworkers Local 11 Annuity Fund | Ironworkers Local 11 Annuity Fund Board Of Trustees | 1,135 | $395M | 07/01/2024 |
| Local Union 400 I.B.E.W. Pension Plan | Int'l Brotherhood Of Elect. Workers Local Union 400 Pension Fund | 532 | $187M | 04/01/2024 |
| Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund | Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund | 7,670 | $1.8B | 04/01/2024 |
| Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan | Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | 9,133 | $1.6B | 01/01/2024 |
| Steamfitters Local Union No. 420 Pension Plan | Board Of Trustees Of Steamfitters Lu 420 Pension Plan | 2,425 | $644M | 01/01/2024 |
| Metro Ila Pension Fund | Board Of Trustees Metro Ila Pension Fund | 1,032 | $366M | 01/01/2024 |
| Joint Pension Fund Of Local Union No 102 | Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees | 1,981 | $718M | 01/01/2024 |
| Local 580 Pension Fund | Board Of Trustees Local 580 Pension Fund | 1,429 | $953M | 01/01/2024 |
| New Jersey Building Laborers Statewide Pension Fund | Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund | 2,082 | $546M | 01/01/2024 |
| Pension Plan Of Independence Blue Cross | Independence Blue Cross, Llc | 1,133 | $687M | 01/01/2024 |
| New Jersey Building Laborers Statewide Annuity Fund | Bd Of Trustees Nj Building Laborers Statewide Annuity Fund | 7,536 | $248M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $1.3B (43% of AUM) Jul 2026
- BNY Mellon $568M (19% of AUM) Jul 2026
- Amalgamated Bank $498M (17% of AUM) Jul 2026
- U.S. Bank $412M (14% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗