Westhampton Capital

RIASEC RegisteredEst. 2014
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$932K
Accounts
256
Employees
4
Advisory reps
4

Firm details

Headquarters
Winston Salem, North Carolina
CRD number
119176
Registered since
July 16, 2014
Website
westhamptoncapital.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI89.07%
  • Individuals10.64%
  • Charitable Organizations0.29%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Westhampton Capital is an SEC-registered LLC that began advisory operations in 2014 and is owned by an individual principal. The firm manages portfolios for individuals, families and select institutional clients, with a stated focus on portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 6%, US Government Bonds 1%, Public Funds/Mutual Funds 1%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

1 of 1

  • Brant Snavely

    Portfolio Manager, Chief Executive OfficerCRD 1179688

Contacts

3 of 3
  • Harry Shertzer

    Harry Shertzer

    Portfolio Manager, Compliance OfficerCRD 1251803

  • Paul Fulton

    Paul Fulton

    Vice President, Director of MarketingCRD 2216544

  • David Leland

    Portfolio ManagerCRD 1922266

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$10M in ETFs

Passive

93%

$9.3M

Active

0%

$668K

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$2.7M3,68927.26%
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Location

Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Forsyth
Address
2150 Country Club Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth