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Weir Capital Management LLC (Walnut Creek)


Weir Capital Management LLC is a large advisory firm based in Walnut Creek. It manages $90.93 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Weir Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weir Capital Management: assets under management

The assets under management (AUM) of Weir Capital Management LLC is $90.93 million. The firm's AUM has grown by 115% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65.25 million in discretionary accounts and $25.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $476.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $372.14 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weir Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Walnut Creek

The principal office where Weir Capital Management LLC performs its advisory services is located at 1990 North California Blvd, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-279-1002 or by fax 925-279-1007. The normal business hours are 6:30 am - 1:30 pm on Monday - Friday. You can find more information about the New York firm at www.weircapital.com.


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