Arnold Weitz & Co is an SEC registered investment adviser organized as a corporation with a primary office location in Elkhorn, NE. Its latest Form ADV filing, dated February 23, 2026, reports $438M in regulatory assets under management, 2 employees, and 66 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.7% of total clients.
Top client categories% of clientsClients
1
Individuals
64.7%
22
2
HNWI
35.3%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$438Mas of February 23, 2026
Discretionary37.7%
$165M
38% of total RAUM37.7%
Non-discretionary62.3%
$273M
62% of total RAUM62.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$438M
Total Accounts66
10Y AUM Change+$214M (+95.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.