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WEATHERGAGE CAPITAL, LLC

CRD 156612File 801-72853
APPROVED
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$1.02B
Non-discretionary $347.3M
Clients
11
11 accounts
Employees
4
Top 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Nov 18, 2011
Principal office
3800 NORTH LAMAR BLVD, SUITE 200, AUSTIN, TX, 78756
Phone
650-440-3630

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.36B
Discretionary AUM
$1.02B
Non-discretionary AUM
$347.3M
Discretionary accounts
8
Non-discretionary accounts
3
Total accounts
11
AUM per client
$123.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles11$1.36B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$1,306,676,748$1,362,954,590increased by$56,277,842
May 1, 2025
vs Oct 1, 2022
AUM$2,029,597,002$1,306,676,748decreased by$722,920,254
Apr 1, 2022AUM$1,321,432,928$2,029,597,002increased by$708,164,074
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WEATHERGAGE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEATHERGAGE 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.