Whitener Capital Management, Inc

RIASEC RegisteredEst. 1987

Total AUM

$598M

Discretionary

$566M

95% of AUM

Avg account

$368K

Accounts

1,628

Employees

Advisory reps

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

FINTRX

Overview

Whitener Capital Management, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 1987. The firm is owned privately and serves a mix of individual, family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Compensation is primarily a percentage-of-assets fee model with the option to bill hourly for certain services. The firm favors an equity-oriented approach and reports a preference for exchange-traded equities as its core implementation. It is not identified as an active ESG investor. Whitener also engages third-party managers for alternative strategies and maintains corporate debt holdings as part of its broader toolkit.