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Whitener Capital Management, Inc

● SEC registered since 1987CRD 106865SEC# 801-31219Rocky Mount, NC
Export (members)
Reg. AUM
$506.1M
Employees
10
Accounts
1,446
Location
Rocky Mount, NC

Whitener Capital Management, Inc assets under management

Whitener Capital Management, Inc is an investment advisory firm registered with the SEC based in Rocky Mount, NC. The firm has been registered since 1987. It reports $506.1 million in regulatory assets under management and employs 10 people.
www.facebook.com/whitenercapitalView on SEC.gov ↗

Whitener Capital Management, Inc owners & executives

3 reported
NameTitleOwnershipSince
Angela Rhodes HillVice PresidentUnder 5%2004
Richard Lee Sanford ControlChief Compliance Officer/Chairman/PresidentOver 75%2009
Walter Brodie BurwellSecretaryUnder 5%1989

Frequently asked questions

How much does Whitener Capital Management, Inc manage?

Whitener Capital Management, Inc reports $506.1 million in regulatory assets under management on its Form ADV.

How many employees does Whitener Capital Management, Inc have?

Whitener Capital Management, Inc reports 10 employees.

Where is Whitener Capital Management, Inc located?

Whitener Capital Management, Inc is based in Rocky Mount, NC and has been SEC-registered since 1987.

Does Whitener Capital Management, Inc disclose fund performance?

Whitener Capital Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3993 Sunset Avenue, Rocky Mount, NC 27804
Phone252-972-8909
Fax252-972-7793
Office hours8:30 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK825217
Discloses disciplinary historyNo

Assets under management

Discretionary$464.6M
Non-discretionary$41.5M
Total (RAUM)$506.1M