Erik C. Weir

TAVERIK CAPITAL

Greenville, SC 29601

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CRD#: 2009973

Professional summary

Erik Christopher Weir, CFP® is a registered financial advisor currently at TAVERIK CAPITAL, LLC located in Greenville, South Carolina.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Erik has worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 24, Series 51 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. CHRISTOPHER KENDALL, LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - LLC MANAGES SEVERAL SMALL REG D OFFERINGS (SEE BELOW) - MANAGING MEMBER -START DATE:9/15/03 - 1 HOUR A MONTH NOT DURING TRADING HOURS 2. CHARLESTON PLACE AT LAKE GREENWOOD, LLC - 5503 HIGHWAY 72/221 E. GREENWOOD, SC 29649 - REAL ESTATE DEVELOPMENT, REG-D OFFERING, MANAGED BY CHRISTOPHER KENDALL, LLC - START DATE:6/1/2007 - 2 HOURS PER MONTH DURING TRADING HOURS. 3. MARKET POINT DRIVE, LLC - ONE MARKET POINT DRIVE, GREENVILLE, SC 29601 - RESTAURANT, REG D OFFERING - RESTAURANT, REG-D OFFERING - PARTIAL OWNER, MANAGED BY CHRISTOPHER KENDALL, LLC - START DATE:7/1/2007 - REQUIRES NO TIME COMMITMENT. 4. DEEP WATER POINT LLC - 5503 HIGHWAY 72/221 E. GREENWOOD, SC 29649 - REAL ESTATE DEVELOPMENT, REG-D OFFERING, MANAGED BY CHRISTOPHER KENDALL, LLC - START DATE:1/1/2008 - 1 HOURS PER MONTH DURING TRADING HOURS 5. ECW PARTNERS, LLC - 225 EAST MAIN STREET SALEM, SC 29676 - DOLLAR GENERAL STORE - OWNER - NO TIME COMMITTMENT. 6. WCM GLOBAL WEALTH LLC - INVESTMENT RELATED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - INVESTMENT ADVISER FIRM - START DATE:7/29/2011 - 70 HOURS A MONTH, 60 HOURS DURING TRADING HOURS. 7. AVIATION VENTURES, LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - LLC MANAGES SEVERAL SMALL REG-D OFFERINGS - MANAGING MEMBER 8. AV REAL ESTATE FUND, LLC - INVESTMENT RELATED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - MANAGED BY AVIATION VENTURES, LLC - 5 HOURS A MONTH, 5 HOURS DURING TRADING HOURS. 9. AVIATION VENTURES SERIES FUND II LLC, SERIES THREE - INVESTMENT REALTED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601, MANAGED BY AVIATION VENTURES, LLC - 5 HOURS A MONTH, 5 HOURS DURING TRADING HOURS. 10. SC RE-DEVELOPMENT PARTNERS, LLC - INVESTMENT RELATED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - MANAGED BY WCM GLOBAL WEALTH, LLC - 3 HOURS A MONTH, 3 HOURS DURING TRADING HOURS. 11. REEDY RIVER FALLS, LLC - 201 RIVERPLACE, SUITE 500 GREENVILLE, SC 29601 - LLC MANAGES SEVERAL SMALL REG-D OFFERINGS - MANAGING MEMBER - NO TIME COMMITTMENT 12. SC STRATEGIC OPPORTUNITY FUND, LLC - INVESTMENT RELATED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601, MANAGED BY REEDY RIVER FALLS, LLC - 25 HOURS A MONTH, 20 HOURS DURING TRADING HOURS. 13. SC STRATEGIC OPPORTUNITY II FUND, LLC - INVESTMENT RELATED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601, MANAGED BY REEDY RIVER FALLS, LLC - 10 HOURS A MONTH, 8 HOURS DURING TRADING HOURS. 14. WTA GROUP, LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - LLC MANAGES SEVERAL SMALL REG-D OFFERINGS, MANAING MEMBER - 10 HOURS A MONTH, 8 HOURS DURING TRADING HOURS. 15. WTA EQUITY FUND, LLC - INVESTMENT RELATED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - MANAGED BY WTA GROUP LLC - 1 HOURS A MONTH, 1 HOUR DURING TRADING HOURS. 16. WTA P&A FUND, LLC - INVESTMENT RELATED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - MANAGED BY WTA GROUP LLC - 1 HOURS A MONTH, 1 HOUR DURING TRADING HOURS. 17. WTA DEVELOPMENT FUND LLC, SERIES ONE - INVESTMENT RELATED - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - MANAGED BY WTA GROUP LLC - 1 HOURS A MONTH, 1 HOUR DURING TRADING HOURS. 18. EDISTO RIVER INVESTORS, LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - MANAGED BY CHRISTOPHER KENDALL, LLC - 10 HOURS A MONTH, 8 HOUR DURING TRADING HOURS. 19. WCM DEVELOPEMENT LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - 4 HOURS A MONTH, 4 HOURS DURING TRADING HOURS. 20. 201 RIVERPLACE OFFICE, LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601, MANAGING MEMBER, NO TIME COMMITTMENT. 21. MAGNOLIA HALL PLANTATION, LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601 - NO TIME COMMITTMENT. 22. WCM PLANNING GROUP, LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601, MANAGING MEMBER, 1 HOUR A MONTH, 1 HOUR DURING TRADING HOURS. 23 WEIR CAPITAL MANAGEMENT, LLC - 201 RIVERPLACE SUITE 500 GREENVILLE, SC 29601, MANAGING MEMBER, NO TIME COMMITTMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Christopher Weir's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 29, 2011 - Present

TAVERIK CAPITAL, LLC

Office #1: 201 Riverplace Suite 500, Greenville, SC 29601

RIA

CRD#: 156594

Greenville, SC

Past

December 2, 2011 - January 30, 2013

SANDLAPPER SECURITIES, LLC

CRD#: 137906

SIMPSONVILLE, SC

Past

March 23, 2010 - December 5, 2011

MATRIX CAPITAL GROUP, INC.

CRD#: 33364

SIMPSONVILLE, SC

Past

August 23, 2005 - March 30, 2010

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

SIMPSONVILLE, SC

Past

June 13, 2005 - March 30, 2010

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SIMPSONVILLE, SC

Past

February 26, 1999 - April 1, 2005

WEIR CAPITAL MANAGEMENT LLC

RIA

CRD#: 109614

WALNUT CREEK, CA

Past

February 22, 1999 - June 13, 2005

ROUND HILL SECURITIES, INC.

CRD#: 35223

ALAMO, CA

Past

November 30, 1994 - February 26, 1999

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

December 20, 1989 - December 21, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TAVERIK CAPITAL, LLC

TAVERIK CAPITAL, LLC | WEIR CAPITAL MANAGEMENT | WCM GLOBAL WEALTH, LLC | WCM GLOBAL WEALTH

CRD#: 156594 / SEC#: 801-117029

RIA

Registered Investment Advisory firm - (7/25/2019 Approved)

Alaska

Registered Investment Advisory firm - (9/16/2019 Terminated)

California

Registered Investment Advisory firm - (10/16/2019 Terminated)

Georgia

Registered Investment Advisory firm - (10/31/2019 Terminated)

South Carolina

Registered Investment Advisory firm - (9/16/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(7/25/2019)

IAR

California
(7/29/2011)

IAR

Georgia
(5/16/2017)

IAR

South Carolina
(7/29/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/10/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/8/1993

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/16/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/3/2010

General Securities Principal Examination

Principal/Supervisory Exam

Series 51

Date: 7/25/2007

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 1/22/2002

Registered Options Principal Examination

Current Firm

TAVERIK CAPITAL, LLC

TAVERIK CAPITAL, LLC | WEIR CAPITAL MANAGEMENT | WCM GLOBAL WEALTH, LLC | WCM GLOBAL WEALTH

CRD#: 156594 / SEC#: 801-117029

RIA

Registered Investment Advisory firm - (7/25/2019 Approved)

Alaska

Registered Investment Advisory firm - (9/16/2019 Terminated)

California

Registered Investment Advisory firm - (10/16/2019 Terminated)

Georgia

Registered Investment Advisory firm - (10/31/2019 Terminated)

South Carolina

Registered Investment Advisory firm - (9/16/2019 Terminated)

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Contact information

Main Address

201 Riverplace Suite 500, Greenville, SC 29601

Mailing Address

Phone number

(864) 967-9838

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WCM GLOBAL WEALTH, LLC - PART 2A (6/4/2025)

Regulatory assets under management

Total Number of Accounts	379
AUM (Assets Under Management)	$ 104,247,785

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Erik C. Weir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Christopher Weir's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANDLAPPER SECURITIES, LLC

MATRIX CAPITAL GROUP, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

WEIR CAPITAL MANAGEMENT LLC

ROUND HILL SECURITIES, INC.

PERSHING LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TAVERIK CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/1994

Series 63

Date: 1/10/1990

Series 31

Date: 7/8/1993

Series 7

Date: 12/16/1989

Series 24

Date: 11/3/2010

Series 51

Date: 7/25/2007

Series 4

Date: 1/22/2002

Current Firm

TAVERIK CAPITAL, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TAVERIK CAPITAL, LLC

TRUST BUT VERIFY

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