WHITFILL INVESTMENT MANAGEMENT, LLC

Overview

Whitfill Investment Management, LLC is an independent, individual-owned registered investment advisor focused on serving individual and family clients with tailored financial planning and portfolio management for individuals and small businesses. The firm manages exclusively discretionary portfolios and leans heavily on public funds and mutual funds as its primary vehicle for implementing client strategies. Its fee framework includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and standalone planning projects. The adviser does not position itself as a capital allocator or pension consultant and is not active in ESG-targeted investing. It lists an accounting professional affiliation, suggesting routine coordination with client tax advisors or accountants as part of its client service model. Given the boutique scale of the firm, investment decision-making appears to be hands-on and client-specific rather than model-driven at institutional scale.

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Location & Offices