Westhampton Capital

RIASEC Registered

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 independent, individually owned registered investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses. The firm is SEC-registered (registered in 2014) and charges clients on a percentage-of-AUM basis. Its client base includes both individual and family clients as well as institutional relationships. The firm reports no emphasis on ESG investing and is not structured as a multi-state or related adviser; it also does not operate as a third‑party capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities92%
Cash & Cash Equivalents6%
US Government Bonds1%
Public Funds/Mutual Funds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 13

Active vs passive

$8.8M in ETFs

Passive

92%

$8.1M

Active

0%

$670K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$1.7M	2,287	19.78%

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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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