Investment adviser · CRD 107068
WEIK CAPITAL MANAGEMENT
Investment adviser filing (IA)
WEIK CAPITAL MANAGEMENT, INC
WYOMISSING, PA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $335M Form ADV · Item 5.F
- Client accounts
- 195 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 97 | $214,978,752 | 64.2% |
| Pooled investment vehicles | 2 | $51,410,704 | 15.4% |
| Individuals | 83 | $27,583,923 | 8.2% |
| Corporations & businesses | Fewer than 5 | $22,904,749 | 6.8% |
| Charities | 8 | $9,918,303 | 3.0% |
| Retirement plans | Fewer than 5 | $7,560,247 | 2.3% |
| Other clients | Fewer than 5 | $340,385 | 0.1% |
Filing source
Form ADV 2073464 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WEIK VALUE PARTNERSOther Private Fund · Last reported Mar 27, 2026$34.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MAILLIE LLP
PCAOB 2429
CHARLES SCHWAB & CO., INC.
SEC 8-16514 · LEI 94-1737782
Fund details & source
- Fund ID
- 805-9700973581
- Reported beneficial owners
- 30
- Minimum commitment
- $200K
- Form D file number
- 021-202538
Form ADV 2073464 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEIK SMALL-CAP PARTNERSOther Private Fund · Last reported Mar 27, 2026$16.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MAILLIE LLP
PCAOB 2429
CHARLES SCHWAB & CO., INC.
SEC 8-16514 · LEI 94-1737782
Fund details & source
- Fund ID
- 805-3382795353
- Reported beneficial owners
- 32
- Minimum commitment
- $100K
- Form D file number
- 021-202545
Form ADV 2073464 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
18 COMMERCE DRIVEWYOMISSING, PA, 19610-1068, United States
CRD 107068
Filing source
Form ADV 2073464 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.