Asset manager · Nashville, TN
Barksdale Investment Management
Weaver C. Barksdale & Associates, Inc. · SEC-registered investment adviser · CRD 105098 · SEC 801-23126
At a glance
Barksdale Investment Management is an SEC-registered investment adviser based in Nashville, Tennessee, with $3.0 billion in regulatory assets under management as of its Form ADV filed July 14, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 1 individual clients. By Form ADV it is a asset manager, ranked 885th of 3,218 asset managers and 2,829th of 17,210 SEC-registered advisers by assets.
Main office 615-665-1085barksdaleim.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.0B
- Rank among asset managers
- #885 of 3,218
- Rank among all SEC RIAs
- #2,829 of 17,210
- Rank in Tennessee
- #17 of 227
- Individual clients
- 1
- High-net-worth clients
- 1
- Accounts
- 112
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Weaver C. BarksdaleTreasurer, Principal
- Frank G. PuryearChairman, Principal
- Charles H. WebbDirector, Principal
- Ann L. RobertsCEO, Principal
- Kathy E. CarpenterCorporate Secretary, Principal
- James F. MurphyChief Compliance Officer, Principal
- Ellen O. CarrDirector of Research, Portfolio MGR, Principal
- James F. MurphyChief Operations Officer, Principal
- Andrew M. ForsythDirector of Fixed Income, Principal
- Cathy L. ChamnanphongDirector, Principal
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 18 | $1.2B | 41% |
| Insurance companies | 4 | $446M | 15% |
| State or municipal government entities | 8 | $435M | 14% |
| Corporations or other businesses | 6 | $375M | 12% |
| Charitable organizations | 12 | $347M | 12% |
| Other investment advisers | 5 | $181M | 6% |
| High-net-worth individuals | 1 | $0M | <1% |
Disciplinary disclosures
Barksdale Investment Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗barksdaleim.com ↗
AtlasMembers
The full record on Barksdale Investment Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 819 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Barksdale Investment Management manage?
Barksdale Investment Management reports $3.0 billion in regulatory assets under management across 112 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 14, 2026.
What kind of firm is Barksdale Investment Management?
Barksdale Investment Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Barksdale Investment Management’s clients?
By assets, its largest client types are pension and profit sharing plans ($1.2 billion, 18 clients); insurance companies ($446 million, 4 clients); state or municipal government entities ($435 million, 8 clients).
Does Barksdale Investment Management have any disciplinary history?
Barksdale Investment Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Barksdale Investment Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →