General Information Weaver Capital Management, LLC (“WCM”) is a Registered Investment Advisory Firm that provides private wealth management, discretionary investment management services and retirement plan advisory services to our clients. We practice a fee-only business model and we are compensated based on a percentage of assets under management. This fee-only platform places WCM in a fiduciary role, thereby minimizing the inherent conflicts of interest found so frequently in traditional brokerage firms. Founded in 2005, WCM has a heritage that dates back over 25 years when DeWitt Weaver started Linksman Financial in January 1993. The firm’s faith-based values have always been the cornerstone of developing and implementing sound financial plans for clients. DeWitt T. Weaver, III is the founder and principal owner of WCM. Please see Brochure Supplements, Exhibit A, for information on DeWitt and other WCM individuals who formulate investment advice and have discretionary authority over client accounts. As of December 31, 2023, WCM managed $336,822,439 on a discretionary basis, and did not manage any assets on a non-discretionary basis. WCM does not participate in or offer any wrap programs. SERVICES OFFERED In the typical client relationship, we assist you with long- and short-term financial goals, lifestyle expenses, retirement, education and estate plans. Our specialized financial planning enables you to view in-depth projections regarding multiple aspects of your financial future. At the core, we offer you a diligent investment management process based on sound principles of risk management. We offer two levels of fee-only advisory services to you: Investment Management and Wealth Management as described below. Investment Management For Investment Management clients we generally will:
• Develop an Investment Strategy based on your unique goals and needs
• Manage your portfolio in alignment with your investment strategy
• Provide quantitative target goal projections and analysis for retirement and/or college savings
• Provide investment reports from time to time or as requested by you
• Provide access to our network of CPAs, Attorneys, or Agents
• Provide a customized personal wealth management website You are taken through our Risk Profile Questionnaire to evaluate your attitudes towards risk. We will use the results of this questionnaire along with other client assessments to assign you a suitable investment model ranging from Preservation to Enhanced Growth. Wealth Management For the Wealth Management offering, in addition to the Investment Management services above we generally will:
• Prepare a Comprehensive Financial Plan
• Plot a course for the achievement of financial independence
• Provide assistance with setting other financial goals
• Develop charitable giving strategies
• Review and recommend tax strategies
• Develop an Estate Plan and assess potential estate tax liability
• Evaluate Life, Disability and Long-Term Care Insurance needs
• Collaborate with your other professionals for implementation Both service offerings above incorporate the Portfolio Management services detailed below: Implementing Your Investment Plan After the completion of the Risk Profile, we assess your market experience, time horizon, liquidity constraints and any other information vital to your Investment Plan. Based on the results of this analysis, we present an Investment Model to you that we feel best aligns with your ability to tolerate risk. After reviewing the market exposure, target returns and risks of the recommended Investment Model, we validate the selection with you. The Investment Plan will be updated when requested by you, or when determined to be necessary or advisable by us based on updates to your financial or other circumstances. To implement your Investment Plan, we will manage your investment portfolio on a discretionary or a non-discretionary basis. As a discretionary investment adviser, we will have the authority to supervise and direct the portfolio without prior consultation with you. Under a non-discretionary arrangement, you must be contacted prior to the execution of any trade in your account(s) under management. This can result in a delay in executing recommended trades, which could adversely affect the performance of your portfolio. This delay also normally means the affected account(s) will not be able to participate in block trades, a practice designed to enhance the execution quality, timing and/or cost for all accounts included in the block. In a non-discretionary arrangement, you retain the responsibility for the final decision on all actions taken with respect to your portfolio. Additionally, you may impose certain written restrictions on us in the management of your investment portfolio, such as prohibiting the inclusion of certain types of investments in an investment portfolio or prohibiting the sale of certain investments held in the account at the commencement of our relationship. You should note, however, that restrictions imposed by you may adversely affect the composition and performance of your investment portfolio. For these and other reasons, performance of client investment portfolios within

the same investment objectives, goals and/or risk tolerance may differ. Furthermore, you should not expect that the composition or performance of your investment portfolio would necessarily be consistent with clients in similar Investment Models of ours. Retirement Plan Advisory Services We provide comprehensive consulting services to employer sponsored retirement plans, including 401(k), pension and profit sharing plans (the “Plan(s)”). These services may include:
• Retirement plan design and communications;
• Retirement plan service provider search;
• Retirement plan investment advisory services; including investment analysis, selection, implementation, and ongoing monitoring of plan investments; and
• Participant educational services and retirement education. When we provide advice to Plan fiduciaries on investment management issues, we act as co-fiduciary within the meaning of ERISA § 3(21)(A)(ii). To the extent that we exercise discretion over the management of Plan assets, we are also an investment manager within the meaning of ERISA § 3(38). Establishing a sound fiduciary governance process is vital to good decision-making and to ensuring that prudent procedural steps are followed in making investment decisions. We will provide Retirement Plan consulting services to Plans and Plan Fiduciaries as described below. The particular services provided will be detailed in the consulting agreement. The appropriate Plan Fiduciary(ies) designated in the Plan documents (e.g., the Plan sponsor or named fiduciary) will (i) make the decision to retain our firm; (ii) agree to the scope of the services that we will provide; and (iii) make the ultimate decision as to accepting any of the recommendations that we may provide. The Plan Fiduciaries are free to seek independent advice about the appropriateness of any recommended services for the Plan. Retirement Plan consulting services may be offered individually or as part of a comprehensive suite of services. The Employee Retirement Income Security Act of 1974 (“ERISA”) sets forth rules under which Plan Fiduciaries may retain investment advisers for various types of services with respect to Plan assets. For certain services, we will be considered a fiduciary under ERISA. For example, we will act as an ERISA § 3(21) fiduciary when providing non-discretionary investment advice to the Plan Fiduciaries by recommending a suite of investments as choices among which Plan Participants may select. Also, to the extent that the Plan Fiduciaries retain us to act as an investment manager within the meaning of ERISA § 3(38), we will provide discretionary investment management services to the Plan. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act of 1974 (“ERISA”) and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interests ahead of yours. Additional disclosure may be found elsewhere in this Brochure or in the written agreement between WCM and the Client. Fiduciary Consulting Services
• Investment Selection Services We will provide Plan Fiduciaries with recommendations of investment options consistent with ERISA section 404(c). Plan Fiduciaries retain responsibility for the final determination of investment options and for compliance with ERISA section 404(c). Fiduciary Management Services
• Discretionary Management Services When retained as an investment manager within the meaning of ERISA § 3(38), we provide continuous and ongoing supervision over the designated retirement plan assets. We will actively monitor the designated retirement plan assets and provide ongoing management of the assets. When applicable, we will have discretionary authority to make all decisions to buy, sell or hold securities, cash or other investments for the designated retirement plan assets in our sole discretion without first consulting with the Plan Fiduciaries. We also have the power and authority to carry out these decisions by giving instructions, on your behalf, to brokers and dealers and the qualified custodian(s) of the Plan for our management of the designated retirement plan assets.
• Discretionary Investment Selection Services We will monitor the investment options of the Plan and add or remove investment options for the Plan without prior consultation with the Plan Fiduciaries. We will have discretionary authority to make and implement all decisions regarding the investment options that are available to Plan Participants.
• Investment Management via Model Portfolios We will provide discretionary management of Model Portfolios among which the participants may choose to invest as Plan options. Plan Participants will also have the option of investing only in options that do not include Model Portfolios (i.e., the Plan Participants may elect to invest in one or more of the mutual fund options made available in the Plan and choose not to invest in the Model Portfolios at all).