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ARNOLD WEITZ & CO
CRD 108026File 801-69800
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$438.1M
Below cohort median (national)
Discretionary AUM
$165.0M
Non-discretionary $273.1M
Clients
34
66 accounts
Employees
2
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 2, 2009
- Principal office
- 20488 PARK RD, ELKHORN, NE, 68022
- Phone
- 402-392-2244
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $438.1M
- Discretionary AUM
- $165.0M
- Non-discretionary AUM
- $273.1M
- Discretionary accounts
- 51
- Non-discretionary accounts
- 15
- Total accounts
- 66
- AUM per client
- $12.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $17.3M |
| Individuals (other than high net worth individuals) | 22 | $420.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.