Erik Weir
Advisor at Taverik Capital, LLC
Updated today
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
Taverik Capital, LLC
Location
Greenville, SC 29601
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
About
Erik Weir is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Taverik Capital, LLC in Greenville, SC. He has been involved with WCM Global Wealth, LLC since 2011 and Weir Capital Management, LLC since 2005. Outside of his advisory roles, he is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. Taverik Capital provides discretionary investment supervisory services and financial planning to individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, and manages both separately managed accounts and private pooled funds tailored to client-specific objectives.
Client services
Based on Taverik Capital, LLC
Financial planning
Portfolio management
Video newsletter updates
Expertise
Based on Taverik Capital, LLC
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
Fee options
Fixed fees for pooled investment vehicles, specifics vary by fund
$0 - $4,999,999.99: 2.00% annually $5,000,000 - $9,999,999.99: 1.50% annually $10,000,000 - $19,999,999.99: 1.25% annually $20,000,000+: 1.00% annually
20% of capital gains or capital appreciation for qualified clients; negotiable
Account minimum: $250,000
Location
220 N. Main Street, Suite 500
Greenville, SC 29601
Most active in
Erik W has reported serving >5 clients in these states in the last 12 months.
Alabama · California · Georgia · South Carolina
Work history
Wcm Global Wealth, Llc
2011 - Present (15 years)
Weir Capital Management, Llc
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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