Whitener Capital Management, Inc logo

Whitener Capital Management, Inc

Updated today

Client AUM

$524,727,175

Clients

800

Advisors

5

across 2 offices

About

Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and other entities, providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting services including participant education. The firm manages roughly $598 million for about 800 clients and offers tailored advice across equity, corporate debt, mutual fund and ETF investments.

The firm describes a conservative investment philosophy emphasizing quality and value, using modern portfolio theory alongside long- and short-term strategies to pursue preservation of capital and risk-adjusted returns; portfolio construction and rebalancing are guided by client objectives, risk tolerance and liquidity needs. Whitener typically seeks discretionary authority to implement client-directed strategies but also provides non-discretionary recommendations and standalone financial plans.

Noteworthy characteristics disclosed in the brochure include arrangements where clients may grant the firm authority to direct a custodian to disburse funds to third‑party accounts (standing letters of authorization), a practice for which the firm describes specific custody controls consistent with SEC guidance. The firm is fee-only (it does not accept third‑party payments), discloses internal legal and accounting relationships that may involve mutual clients, and says it provides clients with multiple referral options and full disclosure where potential conflicts exist.

Client services

Financial planning Portfolio management

Expertise

Wealth management

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Fee options

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.70%

Project-based

$250 per hour for financial planning services, negotiable depending on scope.

Other

Fee-only: Fee-only advisory firm; no outside compensation or commissions received.

Main office

See office

3993 Sunset Avenue

Rocky Mount NC 27804

Advisors at this office

4

Most active in

California · Florida · Georgia · Louisiana · Maryland · New York · North Carolina · Rhode Island · South Carolina · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Douglas S

CFP®, Series 63, Series 65

Middletown, RI

Whitener Capital Management, Inc

Douglas Suhr is a Certified Financial Planner® with 21 years of industry experience. He is currently with Whitener Capital Management, Inc., where he has worked since 2020. His prior experience includes roles at Mercer Global Advisors Inc., TIAA-CREF, Fidelity, Charter Research & Investment Group Inc, and Charles Schwab. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and pension consulting services. The firm employs a conservative investment philosophy focused on quality and value, using modern portfolio theory and client-specific strategies to pursue capital preservation and risk-adjusted returns.

Wealth management
user avatar

Mackenzie T

Series 65

Rocky Mount, NC

Whitener Capital Management, Inc

Mackenzie Thompson Stussie is a Series 65-licensed advisor at Whitener Capital Management, Inc. with three years of industry experience. Prior to joining the firm, she held various roles, including positions at Wildwood Home and New Growth Designs. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm follows a conservative investment philosophy emphasizing quality and value, using modern portfolio theory alongside long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

Wealth management
user avatar

Sean G

CFP®, Series 63, Series 65

Rocky Mount, NC

Whitener Capital Management, Inc

Sean Gilsenan is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Whitener Capital Management, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Cary, NC. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing approximately $506 million in client assets through tailored portfolio management and pension consulting services.

Wealth management
user avatar

Michael K

Series 66

Rocky Mount, NC

Whitener Capital Management, Inc

Michael Kennedy is a financial advisor at Whitener Capital Management, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Whitener Capital Management in 2024, he worked at Truist Investment Services and Truist, and he also spent one year as a real estate broker. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm manages approximately $598 million for around 800 clients, focusing on a conservative investment approach that emphasizes quality, value, and risk-adjusted returns.

Wealth management
user avatar

Richard S

Series 63, Series 65

Rocky Mount, NC

Whitener Capital Management, Inc

Richard Sanford II is a financial advisor at Whitener Capital Management, Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Whitener Capital Management since 2004. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, tailoring portfolios to client objectives and managing roughly $506 million in assets.

Wealth management
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