WHITENER CAPITAL MANAGEMENT, INC
Firm details
- Headquarters
- ROCKY MOUNT, North Carolina
- CRD number
- 106865
- Registered since
- December 31, 1987
- Website
- www.whitenercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI64.64%
- Individuals23.04%
- Pension & Profit Sharing Plans8.35%
- Other2.05%
- Corporations / Businesses1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Whitener Capital Management, Inc. is an independent registered investment adviser that has been SEC-registered since 1987 and is organized as a corporation owned by an individual. The firm serves both individual and family clients as well as institutional and business clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Client fees are charged primarily as a percentage of assets under management and via hourly billing for certain services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Contacts
3 of 7Michael Kennedy
Registered Investment AdvisorCRD 7589285
SEAN GILSENAN
Senior Financial AdvisorCRD 2426535
RICHARD SANFORD
President & Portfolio ManagerCRD 2957281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$53.9M in ETFs
97%
$52.2M
2%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $4.5M | 179,198 | 8.35% |
Location
ROCKY MOUNT, NC
NASH
Location
ROCKY MOUNT, NC
Headquartered in ROCKY MOUNT, NC, anchoring the Rocky Mount-Wilson-Roanoke Rapids, NC metro in the South.
- Metro area
- Rocky Mount-Wilson-Roanoke Rapids, NC
- Region
- South
- County
- NASH
- Address
- 3993 Sunset Ave
- Time zone
- ET (UTC-5)
- Office locations
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