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BARKSDALE INVESTMENT MANAGEMENT
Legal name: WEAVER C. BARKSDALE & ASSOCIATES, INC.
CRD 105098File 801-23126
APPROVED
Retail clients
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.01B
Top 25% of cohort (national)
Discretionary AUM
$3.01B
Clients
54
112 accounts
Employees
13
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 27, 1984
- Principal office
- 40 BURTON HILLS BLVD, SUITE 230, NASHVILLE, TN, 37215-6104
- Phone
- 615-665-1085
- Website
- https://barksdaleim.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.01B
- Discretionary AUM
- $3.01B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 112
- Non-discretionary accounts
- 0
- Total accounts
- 112
- AUM per client
- $55.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $374.7M |
| Insurance companies | 4 | $445.9M |
| Charitable organizations | 12 | $346.6M |
| Other investment advisers | 5 | $180.5M |
| High net worth individuals | 1 | $148K |
| Pension and profit sharing plans | 18 | $1.22B |
| State or municipal government entities | 8 | $435.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 56 | 54 | decreased by2 |
| Aug 1, 2026 | AUM | $3,435,231,265 | $3,006,336,728 | decreased by$428,894,537 |
| Aug 1, 2026 | Accounts | 118 | 112 | decreased by6 |
| Apr 1, 2026 | Clients | 59 | 56 | decreased by3 |
| Apr 1, 2026 | AUM | $3,625,659,373 | $3,435,231,265 | decreased by$190,428,108 |
| Apr 1, 2026 | Accounts | 126 | 118 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 88 | 59 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,689,829,652 | $3,625,659,373 | decreased by$1,064,170,279 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 149 | 126 | decreased by23 |
| Apr 1, 2022 | Clients | 85 | 88 | increased by3 |
| Apr 1, 2022 | AUM | $4,432,234,175 | $4,689,829,652 | increased by$257,595,477 |
| Apr 1, 2022 | Accounts | 146 | 149 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BARKSDALE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BARKSDALE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.