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Weldon Capital Management, Ltd. (Leawood)


Weldon Capital Management, Ltd. is an adviser based in Leawood. It manages $24.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Kansas.

Weldon Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weldon Capital Management: assets under management

The assets under management (AUM) of Weldon Capital Management, Ltd. is $24.43 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $24.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weldon Capital Management, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Max Weldon Greer Shareholder 1 Jan 2004 50% - 75% 727033

Based in Leawood

The principal office where Weldon Capital Management, Ltd. performs its advisory services is located at 4747 West 135 Th Street, Leawood, KS 66224, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 913-239-2330 or by fax 913-239-2301. The normal business hours are 8:30-5:00 on Monday - Friday.


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