Whitfill Investment Management, LLC

Overview

Whitfill Investment Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and bills through a mix of AUM-based fees, hourly charges, and fixed-fee engagements. It is owner-operated and reports an affiliation with accounting professionals, suggesting coordination with tax and bookkeeping resources rather than an institutional or multi-state platform. The firm does not position itself as an ESG investor and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices