| Name | Title | Ownership | Since |
|---|---|---|---|
| 0123581321 Trust Control | Owner | Over 75% | 2011 |
| Jeffrey Andrew Smith | Chief Compliance Officer | Under 5% | 2024 |
| Stefan Whitwell Control | Chief Executive Officer | Under 5% | 2020 |
Whitwell & Co, LLC reports $112.6 million in regulatory assets under management on its Form ADV.
Whitwell & Co, LLC reports 8 employees.
Whitwell & Co, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 512-766-7775 |
| Office hours | 9:00 - 17:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $112.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $112.6M |