Weik Capital Management, Inc
- Regulatory AUM
- $335M
- Discretionary
- $303M
- Clients
- 195
- Avg AUM / client
- $1.7M
- Accounts
- 195
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $27.6M | 8.24% |
| High net worth individuals | 97 | $215M | 64.2% |
| Pooled investment vehicles (non-investment companies) | 2 | $51.4M | 15.4% |
| Pension and profit sharing plans | 2 | $7.6M | 2.26% |
| Charitable organizations | 8 | $9.9M | 2.96% |
| Corporations and other businesses | 2 | $22.9M | 6.84% |
| Other | 1 | $340K | 0.1% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $44.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Weik Value Partners | Other Private Fund | Pennsylvania | $27.4M | 29 |
| Weik Small Cap Partners | Other Private Fund | Pennsylvania | $16.8M | 33 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sun Health Corporation Pension Plan Banner Health | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Wilbur Weik | President, Chief Investment Officer, Sole Director | Jul 1987 (39y) | 75% or more | |
| Warren Wilbur Weik | Chief Operating Officer | Nov 2012 (14y) | Less than 5% | |
| Kenneth Wesley Weik | Secretary, Treasurer | Oct 2018 (8y) | Less than 5% | |
| Laura Ann Novak | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Abhishek Amatya | Registered representative | Feb 2014 (12y) | ||
| Logan James Boyer | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% 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.
Private funds (2, $44.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Weik Value Partners | Other Private Fund | $27.4M | $200K | 29 |
| Weik Small Cap Partners | Other Private Fund | $16.8M | $100K | 33 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sun Health Corporation Pension Plan | Banner Health | 302 | $32.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.29 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $283M (85% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗