Advisor at Weaver Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Weaver Capital Management, LLC
Location
Suwanee, GA 30024
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
19 years
Bradley Barger is a CFP® and ChFC® with 19 years of industry experience. He is currently an advisor at Weaver Capital Management, LLC and has previously worked at Wells Fargo Clearing Services, SunTrust Advisory Services, and MassMutual Life Insurance Co. He serves as a co-trustee for a family trust in Alpharetta, GA. Weaver Capital Management provides fee-only investment and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting for employer-sponsored plans. The firm uses a risk-profile questionnaire and model portfolios, emphasizing a long-term, value-oriented approach with a range of investment options and some notable practices such as permitting client borrowing in separately managed accounts and integrating alternative-style strategies.
Based on Weaver Capital Management, LLC
Based on Weaver Capital Management, LLC
Based on Weaver Capital Management, LLC
Separate fee may be charged for extensive financial planning, agreed upon in advance
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $2,500,000 Minimum fee: $10,000 annual minimum fee for Investment Management Services Fee-only: Fee-only business model, compensated based on a percentage of assets under management
5400 Laurel Springs Parkway, Suite 303
Suwanee, GA 30024
Georgia
Weaver Capital Management, LLC
2025 - Present (1 year)
Wells Fargo Clearing Services
2024 - 2025 (1 year)
SunTrust Advisory Services
2016 - 2024 (8 years)
Suntrust Investment Services, Inc.
2016 - 2024 (8 years)
MML Investors Services LLC
2013 - 2016 (3 years)
MassMutual life Insurance Co
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 65
Cumming, GA
VIVCAP LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
CFP®, Series 63
Alpharetta, GA
Cwpim
Series 65
Johns Creek, GA
Kuber Capital Management, LLC
Series 65
Alpharetta, GA
E.A. Hendrich Financial Planning, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")