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 Aug 17, 2026

Regulatory AUM

$3.01B

Top 25% of cohort (national)

Discretionary AUM

$3.01B

Clients

112 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.