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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 195 | 194 | decreased by1 |
| Apr 1, 2026 | Clients | 182 | 195 | increased by13 |
| Apr 1, 2026 | AUM | $305,219,170 | $334,697,063 | increased by$29,477,893 |
| Apr 1, 2026 | Accounts | 182 | 195 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $322,607,893 | $305,219,170 | decreased by$17,388,723 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 187 | 182 | decreased by5 |
| Apr 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2022 | Clients | 189 | 182 | decreased by7 |
| Apr 1, 2022 | AUM | $295,332,101 | $322,607,893 | increased by$27,275,792 |
| Apr 1, 2022 | Accounts | 195 | 187 | decreased by8 |
| 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 “WEIK CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEIK CAPITAL” 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.