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. The firm is privately owned by an individual and serves both individual/family clients and institutional accounts. Its advisory services include financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Fee arrangements combine a percentage-of-AUM model with hourly charges. The firm reports an equity-first investment preference and is not identified as an active ESG investor or as a multi-state adviser.
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 7
Sean Gilsenan
Senior Financial AdvisorCRD 2426535
Douglas Suhr
Regional Vice PresidentCRD 2774201
Richard Sanford
President & Portfolio ManagerCRD 2957281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$70.4M in ETFs
94%
$66.3M
5%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $5M | 171,228 | 7.13% |
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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