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WEIK CAPITAL MANAGEMENT
Legal name: WEIK CAPITAL MANAGEMENT, INC
CRD 107068File 801-30452
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$334.7M
Below cohort median (national)
Discretionary AUM
$302.6M
Non-discretionary $32.1M
Clients
194
195 accounts
Employees
8
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 17, 1987
- Principal office
- 18 COMMERCE DRIVE, WYOMISSING, PA, 19610-1068
- Phone
- 610-376-2240
- Website
- https://www.weikinvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $334.7M
- Discretionary AUM
- $302.6M
- Non-discretionary AUM
- $32.1M
- Discretionary accounts
- 192
- Non-discretionary accounts
- 3
- Total accounts
- 195
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $22.9M |
| Charitable organizations | 8 | $9.9M |
| High net worth individuals | 97 | $215.0M |
| Pooled investment vehicles | 2 | $51.4M |
| Pension and profit sharing plans | Fewer than 5 | $7.6M |
| Individuals (other than high net worth individuals) | 83 | $27.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 195 | 194 |
| 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.