DBA: WEATHERFORD CAPITAL MANAGEMENT
| Total AUM | $1.05B |
| Discretionary | $1.05B100% of AUM |
| Client Accounts | 21 |
| Avg Account Size | $49.8M |
| Employees | 14 |
| Peak AUM | $1.05BMar 2026 |
| AUM CAGR | +16.7% /yrover 6 yrs · 13 filings |
Total AUM
$1.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +12.7% | +14.4% | +22.0% | |
| Discretionary AUM | |||||
| Total AUM | $1.05B |
| Discretionary | $1.05B |
| Employees | 14 |
| Client Accounts | 21 |
Address
1001 WATER STREET
TAMPA FL 33602
Phone
(813) 443-0499
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.0B |
| +12.7% |
| +14.4% |
| +22.0% |
| Total Accounts | 21 | +10.5% | +14.5% | +11.8% |
| Avg Account Size | $50M | +2.0% | 0.1% | +9.0% |
| Employees | 14 | +7.7% | 2.3% | +7.0% |
| AUM / Employee | $75M | +4.7% | +17.1% | +14.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.0B | +12.7% | +14.4% | +22.0% | |
Client Count Segments | |||||
| Pooled / Fund | 21 | +10.5% | +14.5% | +11.8% | |